VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 826 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.39 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,204,654 | -11.5% | 13,583 | -7.9% | 0.11% | -10.3% |
| Q2 2023 | $3,622,125 | +3.0% | 14,742 | 0.0% | 0.13% | -1.6% |
| Q1 2023 | $3,515,430 | -19.7% | 14,742 | -16.4% | 0.13% | -19.0% |
| Q4 2022 | $4,376,153 | -18.6% | 17,642 | -26.3% | 0.16% | -27.2% |
| Q3 2022 | $5,377,000 | +24.8% | 23,948 | +30.9% | 0.22% | +36.5% |
| Q2 2022 | $4,309,000 | -7.4% | 18,298 | 0.0% | 0.16% | +4.6% |
| Q1 2022 | $4,655,000 | +17.0% | 18,298 | +22.6% | 0.15% | +20.6% |
| Q4 2021 | $3,978,000 | +6.7% | 14,931 | -0.7% | 0.13% | -10.0% |
| Q3 2021 | $3,729,000 | +0.6% | 15,034 | +0.2% | 0.14% | -0.7% |
| Q2 2021 | $3,707,000 | +465.1% | 15,002 | +422.9% | 0.14% | +370.0% |
| Q1 2021 | $656,000 | +64.0% | 2,869 | +60.4% | 0.03% | +11.1% |
| Q4 2020 | $400,000 | +9.6% | 1,789 | 0.0% | 0.03% | -10.0% |
| Q3 2020 | $365,000 | +5.8% | 1,789 | 0.0% | 0.03% | -9.1% |
| Q2 2020 | $345,000 | -99.9% | 1,789 | 0.0% | 0.03% | -21.4% |
| Q1 2020 | $297,135,000 | +2.9% | 1,789 | +4.3% | 0.04% | +16.7% |
| Q3 2019 | $288,656,000 | – | 1,715 | – | 0.04% | – |
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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% |