VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $608,674 | -5.8% | 2,589 | -1.9% | 0.12% | -7.9% |
| Q2 2023 | $646,080 | +3.6% | 2,639 | +1.0% | 0.13% | -4.5% |
| Q1 2023 | $623,334 | +1.4% | 2,614 | +5.4% | 0.13% | -10.7% |
| Q4 2022 | $614,916 | -9.6% | 2,479 | -17.9% | 0.15% | -14.4% |
| Q3 2022 | $680,000 | +14.7% | 3,020 | +20.0% | 0.17% | +24.3% |
| Q2 2022 | $593,000 | -7.6% | 2,517 | -0.2% | 0.14% | +2.2% |
| Q1 2022 | $642,000 | -4.5% | 2,522 | 0.0% | 0.14% | -1.4% |
| Q4 2021 | $672,000 | +3.4% | 2,522 | -4.1% | 0.14% | -7.9% |
| Q3 2021 | $650,000 | +14.0% | 2,629 | +13.9% | 0.15% | +15.3% |
| Q2 2021 | $570,000 | +20.0% | 2,308 | +11.1% | 0.13% | +6.5% |
| Q1 2021 | $475,000 | +2.2% | 2,078 | 0.0% | 0.12% | -14.0% |
| Q4 2020 | $465,000 | +9.7% | 2,078 | 0.0% | 0.14% | -2.7% |
| Q3 2020 | $424,000 | -2.5% | 2,078 | -8.0% | 0.15% | -14.5% |
| Q2 2020 | $435,000 | -21.1% | 2,258 | -31.9% | 0.17% | -26.2% |
| Q1 2020 | $551,000 | -20.6% | 3,318 | -8.3% | 0.23% | +12.0% |
| Q4 2019 | $694,000 | – | 3,618 | – | 0.21% | – |
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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% |