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 | $927,234 | +13.2% | 3,944 | +17.8% | 0.01% | +16.7% |
Q2 2023 | $819,413 | +2.7% | 3,347 | 0.0% | 0.01% | -7.7% |
Q1 2023 | $798,126 | +7.6% | 3,347 | +11.9% | 0.01% | +8.3% |
Q4 2022 | $741,918 | +10.9% | 2,991 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $669,000 | -5.0% | 2,991 | 0.0% | 0.01% | +9.1% |
Q2 2022 | $704,000 | -7.5% | 2,991 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $761,000 | +10.0% | 2,991 | +15.2% | 0.01% | +22.2% |
Q4 2021 | $692,000 | +7.8% | 2,597 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $642,000 | -8.3% | 2,597 | -8.3% | 0.01% | -10.0% |
Q2 2021 | $700,000 | +12.2% | 2,832 | +3.9% | 0.01% | 0.0% |
Q1 2021 | $624,000 | +2.3% | 2,727 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $610,000 | +3.7% | 2,727 | -5.4% | 0.01% | -9.1% |
Q3 2020 | $588,000 | +13.1% | 2,882 | +6.8% | 0.01% | 0.0% |
Q2 2020 | $520,000 | -16.0% | 2,699 | -27.6% | 0.01% | -31.2% |
Q1 2020 | $619,000 | -13.4% | 3,729 | 0.0% | 0.02% | +14.3% |
Q4 2019 | $715,000 | +14.8% | 3,729 | +0.4% | 0.01% | +7.7% |
Q3 2019 | $623,000 | – | 3,715 | – | 0.01% | – |
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% |