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 | $2,800,635 | -4.1% | 11,913 | -0.1% | 0.83% | -1.0% |
Q2 2023 | $2,920,701 | +1.9% | 11,930 | -0.8% | 0.83% | -3.4% |
Q1 2023 | $2,866,526 | -5.6% | 12,021 | -1.8% | 0.86% | -9.3% |
Q4 2022 | $3,035,299 | +10.6% | 12,237 | -0.2% | 0.95% | +4.3% |
Q3 2022 | $2,744,000 | -6.9% | 12,267 | -2.0% | 0.91% | -9.4% |
Q2 2022 | $2,946,000 | -8.9% | 12,512 | -1.6% | 1.01% | +5.5% |
Q1 2022 | $3,233,000 | -4.9% | 12,710 | -0.4% | 0.96% | -8.4% |
Q4 2021 | $3,400,000 | +9.0% | 12,762 | +1.2% | 1.04% | +0.6% |
Q3 2021 | $3,118,000 | -1.2% | 12,615 | -1.3% | 1.04% | -0.6% |
Q2 2021 | $3,157,000 | +3.3% | 12,776 | -4.4% | 1.04% | +0.9% |
Q1 2021 | $3,057,000 | +1.9% | 13,363 | -0.4% | 1.03% | -3.5% |
Q4 2020 | $3,001,000 | +15.1% | 13,415 | +4.9% | 1.07% | +1.5% |
Q3 2020 | $2,608,000 | +6.3% | 12,786 | +0.4% | 1.06% | -0.7% |
Q2 2020 | $2,453,000 | +4360.0% | 12,733 | +3758.5% | 1.06% | +3696.4% |
Q1 2020 | $55,000 | -12.7% | 330 | +0.6% | 0.03% | +12.0% |
Q4 2019 | $63,000 | – | 328 | – | 0.02% | – |
Download |
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% |