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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,332,000 | -7.4% | 5,655 | 0.0% | 0.87% | +7.3% |
| Q1 2022 | $1,439,000 | -2.6% | 5,655 | +2.0% | 0.81% | +0.2% |
| Q4 2021 | $1,477,000 | +11.0% | 5,545 | +3.0% | 0.81% | +0.1% |
| Q3 2021 | $1,331,000 | +2.9% | 5,385 | +2.9% | 0.81% | +2.9% |
| Q2 2021 | $1,294,000 | +8.0% | 5,235 | 0.0% | 0.79% | -0.5% |
| Q1 2021 | $1,198,000 | +2.3% | 5,235 | 0.0% | 0.79% | -8.3% |
| Q4 2020 | $1,171,000 | +9.6% | 5,235 | 0.0% | 0.86% | -4.2% |
| Q3 2020 | $1,068,000 | +8.0% | 5,235 | +1.9% | 0.90% | -2.3% |
| Q2 2020 | $989,000 | +15.9% | 5,135 | 0.0% | 0.92% | -8.3% |
| Q1 2020 | $853,000 | -17.6% | 5,135 | -5.5% | 1.00% | +12.5% |
| Q4 2019 | $1,035,000 | – | 5,435 | – | 0.89% | – |
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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% |