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 | $2,081 | +136.5% | 8,850 | +146.3% | 0.43% | +127.2% |
| Q2 2023 | $880 | +9.9% | 3,593 | +7.0% | 0.19% | -4.5% |
| Q1 2023 | $801 | -9.2% | 3,358 | -5.5% | 0.20% | -13.8% |
| Q4 2022 | $882 | -99.9% | 3,555 | -25.0% | 0.23% | -21.6% |
| Q3 2022 | $1,061,000 | -17.1% | 4,742 | -12.8% | 0.30% | -10.6% |
| Q2 2022 | $1,280,000 | -15.1% | 5,437 | -8.3% | 0.33% | -37.4% |
| Q1 2022 | $1,507,000 | -1.8% | 5,926 | +2.9% | 0.53% | +48.6% |
| Q4 2021 | $1,535,000 | +8.9% | 5,760 | +1.0% | 0.36% | -2.5% |
| Q3 2021 | $1,410,000 | -1.7% | 5,704 | -1.8% | 0.36% | -3.2% |
| Q2 2021 | $1,435,000 | +3.2% | 5,807 | -4.5% | 0.38% | +1.9% |
| Q1 2021 | $1,391,000 | -2.4% | 6,082 | -4.5% | 0.37% | -14.5% |
| Q4 2020 | $1,425,000 | +30.4% | 6,368 | +18.9% | 0.43% | -3.3% |
| Q3 2020 | $1,093,000 | +34.6% | 5,356 | +27.1% | 0.45% | +18.8% |
| Q2 2020 | $812,000 | – | 4,213 | – | 0.38% | – |
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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% |