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 | $726,574 | -4.0% | 3,080 | 0.0% | 0.51% | -4.7% |
| Q2 2023 | $756,529 | +3.0% | 3,080 | 0.0% | 0.53% | -0.9% |
| Q1 2023 | $734,457 | -4.3% | 3,080 | -0.5% | 0.54% | -10.5% |
| Q4 2022 | $767,715 | +10.5% | 3,095 | -0.3% | 0.60% | +5.6% |
| Q3 2022 | $695,000 | -4.9% | 3,105 | 0.0% | 0.57% | +1.4% |
| Q2 2022 | $731,000 | -9.1% | 3,105 | -1.8% | 0.56% | +5.6% |
| Q1 2022 | $804,000 | -4.5% | 3,161 | 0.0% | 0.53% | -2.9% |
| Q4 2021 | $842,000 | +7.8% | 3,161 | 0.0% | 0.55% | +12.1% |
| Q3 2021 | $781,000 | 0.0% | 3,161 | 0.0% | 0.49% | +3.8% |
| Q2 2021 | $781,000 | +8.0% | 3,161 | 0.0% | 0.47% | -1.7% |
| Q1 2021 | $723,000 | +2.3% | 3,161 | 0.0% | 0.48% | -6.1% |
| Q4 2020 | $707,000 | +7.6% | 3,161 | -1.9% | 0.51% | -3.6% |
| Q3 2020 | $657,000 | 0.0% | 3,221 | 0.0% | 0.53% | +2.5% |
| Q2 2020 | $657,000 | +25.1% | 3,221 | +1.8% | 0.52% | -0.8% |
| Q1 2020 | $525,000 | -15.0% | 3,165 | -1.8% | 0.52% | +3.6% |
| Q4 2019 | $618,000 | +14.4% | 3,222 | 0.0% | 0.50% | -13.5% |
| Q3 2019 | $540,000 | – | 3,222 | – | 0.58% | – |
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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% |