VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 859 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.47 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,673,912 | -4.0% | 7,120 | 0.0% | 0.72% | -1.1% |
| Q2 2023 | $1,743,118 | +10.8% | 7,120 | +7.9% | 0.73% | +2.1% |
| Q1 2023 | $1,573,836 | -2.4% | 6,600 | +1.5% | 0.72% | -11.5% |
| Q4 2022 | $1,612,821 | +15.2% | 6,502 | +3.9% | 0.81% | +6.2% |
| Q3 2022 | $1,400,000 | -4.2% | 6,257 | +0.8% | 0.76% | +3.5% |
| Q2 2022 | $1,462,000 | -6.9% | 6,207 | +0.6% | 0.74% | +11.3% |
| Q1 2022 | $1,570,000 | +2.3% | 6,172 | +7.2% | 0.66% | +5.9% |
| Q4 2021 | $1,535,000 | +7.6% | 5,760 | -0.2% | 0.63% | -0.3% |
| Q3 2021 | $1,426,000 | +0.7% | 5,770 | +0.7% | 0.63% | +0.5% |
| Q2 2021 | $1,416,000 | +15.9% | 5,730 | +7.2% | 0.62% | +19.3% |
| Q1 2021 | $1,222,000 | +27.6% | 5,343 | +24.7% | 0.52% | +21.3% |
| Q4 2020 | $958,000 | +34.2% | 4,283 | +22.4% | 0.43% | +33.7% |
| Q3 2020 | $714,000 | +10.7% | 3,500 | +4.5% | 0.32% | +0.3% |
| Q2 2020 | $645,000 | +18.3% | 3,350 | +2.1% | 0.32% | -2.1% |
| Q1 2020 | $545,000 | -23.8% | 3,280 | -11.9% | 0.33% | +13.1% |
| Q4 2019 | $715,000 | +5.1% | 3,725 | 0.0% | 0.29% | +0.3% |
| Q3 2019 | $680,000 | +20.1% | 3,725 | +14.7% | 0.29% | +13.7% |
| Q2 2019 | $566,000 | +15.7% | 3,247 | +12.7% | 0.26% | +10.4% |
| Q1 2019 | $489,000 | – | 2,880 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Morningstar Investment Management LLC | 239,817 | $59,487 | 15.52% |
| PGIM Custom Harvest LLC | 931,839 | $231,142,634 | 10.45% |
| CORA CAPITAL ADVISORS LLC | 57,074 | $14,157,144 | 9.74% |
| Allied Investment Advisors, LLC | 114,771 | $28,468,947 | 8.90% |
| BCM ADVISORS, LLC | 111,216 | $27,196,761 | 7.52% |
| PARAGON FINANCIAL PARTNERS, INC. | 27,292 | $6,769,865 | 7.49% |
| Essex Private Wealth Management, LLC | 7,976 | $1,978,501 | 7.42% |
| ARMSTRONG ADVISORY GROUP, INC | 225,914 | $56,037,925 | 7.38% |
| Pariax, LLC | 21,255 | $5,272,303 | 6.54% |
| ASSET PLANNING CORPORATION | 30,860 | $7,654,765 | 6.37% |