VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 916 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $246,692 | -12.2% | 1,049 | -8.6% | 0.01% | -16.7% |
| Q2 2023 | $281,129 | +2.6% | 1,148 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $273,938 | +5.3% | 1,148 | +9.5% | 0.01% | -14.3% |
| Q4 2022 | $260,033 | +10.7% | 1,048 | 0.0% | 0.01% | +16.7% |
| Q3 2022 | $235,000 | -6.7% | 1,048 | -1.9% | 0.01% | -25.0% |
| Q2 2022 | $252,000 | -7.4% | 1,068 | 0.0% | 0.01% | +33.3% |
| Q1 2022 | $272,000 | -4.6% | 1,068 | 0.0% | 0.01% | -14.3% |
| Q4 2021 | $285,000 | -20.2% | 1,068 | -26.1% | 0.01% | -22.2% |
| Q3 2021 | $357,000 | +35.2% | 1,445 | +35.3% | 0.01% | +12.5% |
| Q2 2021 | $264,000 | +4.3% | 1,068 | -3.5% | 0.01% | -20.0% |
| Q1 2021 | $253,000 | -44.6% | 1,107 | -53.4% | 0.01% | -66.7% |
| Q2 2020 | $457,000 | – | 2,373 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pariax, LLC | 18,636 | $4,443,941 | 13.52% |
| PGIM Custom Harvest LLC | 931,201 | $222,054,294 | 9.21% |
| AMI INVESTMENT MANAGEMENT INC | 79,910 | $19,055,338 | 8.89% |
| Allied Investment Advisors, LLC | 117,886 | $28,111,096 | 8.71% |
| BCM ADVISORS, LLC | 107,056 | $26,473,878 | 7.16% |
| Morningstar Investment Management LLC | 199,110 | $47,480 | 7.08% |
| Essex Private Wealth Management, LLC | 7,902 | $1,884,250 | 6.84% |
| PARAGON FINANCIAL PARTNERS, INC. | 27,101 | $6,462,422 | 6.77% |
| Wealth Management Solutions, LLC | 48,001 | $11,446,226 | 6.59% |
| ASSET PLANNING CORPORATION | 31,046 | $7,403,150 | 5.95% |