VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.75 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,061,059 | +11.7% | 13,020 | +16.3% | 0.38% | +6.1% |
Q2 2023 | $2,741,651 | +4.6% | 11,199 | +1.8% | 0.36% | -0.3% |
Q1 2023 | $2,622,177 | +67.7% | 10,996 | +74.5% | 0.36% | +8.8% |
Q4 2022 | $1,563,218 | +8.9% | 6,302 | -1.8% | 0.33% | +2.8% |
Q3 2022 | $1,436,000 | -6.0% | 6,419 | -1.0% | 0.32% | +0.6% |
Q2 2022 | $1,527,000 | -17.7% | 6,484 | -11.1% | 0.32% | -9.3% |
Q1 2022 | $1,855,000 | -4.4% | 7,294 | +0.2% | 0.35% | -3.8% |
Q4 2021 | $1,940,000 | +3.0% | 7,281 | -4.4% | 0.37% | -6.6% |
Q3 2021 | $1,883,000 | +2.1% | 7,617 | +2.1% | 0.39% | +1.3% |
Q2 2021 | $1,844,000 | +5.0% | 7,462 | -2.8% | 0.39% | -5.1% |
Q1 2021 | $1,757,000 | -0.5% | 7,680 | -2.6% | 0.41% | -5.1% |
Q4 2020 | $1,765,000 | +13.3% | 7,889 | +3.3% | 0.43% | +5.1% |
Q3 2020 | $1,558,000 | +11.0% | 7,638 | +4.9% | 0.41% | +3.8% |
Q2 2020 | $1,403,000 | -10.1% | 7,283 | -22.5% | 0.40% | -26.7% |
Q1 2020 | $1,560,000 | -6.5% | 9,394 | +7.9% | 0.54% | +14.4% |
Q4 2019 | $1,669,000 | +115.1% | 8,707 | +88.1% | 0.47% | +103.9% |
Q3 2019 | $776,000 | +176.2% | 4,629 | +186.4% | 0.23% | +178.3% |
Q2 2019 | $281,000 | – | 1,616 | – | 0.08% | – |
Download |
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% |