VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 916 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $138,848 | -13.4% | 591 | -9.8% | 0.05% | -10.2% |
Q2 2023 | $160,317 | +17.0% | 655 | +13.9% | 0.06% | +13.5% |
Q1 2023 | $137,075 | -47.8% | 575 | -45.7% | 0.05% | -51.9% |
Q4 2022 | $262,423 | +26.2% | 1,058 | +19.5% | 0.11% | +6.9% |
Q3 2022 | $208,000 | 0.0% | 885 | 0.0% | 0.10% | +17.4% |
Q2 2022 | $208,000 | +57.6% | 885 | +71.2% | 0.09% | +79.2% |
Q1 2022 | $132,000 | +10.0% | 517 | +14.6% | 0.05% | +2.1% |
Q4 2021 | $120,000 | -11.8% | 451 | -17.9% | 0.05% | -21.7% |
Q3 2021 | $136,000 | 0.0% | 549 | 0.0% | 0.06% | +1.7% |
Q2 2021 | $136,000 | -16.6% | 549 | -22.8% | 0.06% | -24.4% |
Q1 2021 | $163,000 | +2.5% | 711 | 0.0% | 0.08% | -2.5% |
Q4 2020 | $159,000 | +11.2% | 711 | +1.7% | 0.08% | -5.9% |
Q3 2020 | $143,000 | -40.2% | 699 | -43.8% | 0.08% | -46.2% |
Q2 2020 | $239,000 | +26.5% | 1,243 | +9.1% | 0.16% | +3.9% |
Q1 2020 | $189,000 | -31.5% | 1,139 | -21.0% | 0.15% | -13.6% |
Q4 2019 | $276,000 | – | 1,442 | – | 0.18% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Morningstar Investment Management LLC | 340,321 | $80,009 | 11.96% |
Pariax, LLC | 14,707 | $3,457,616 | 10.79% |
Allied Investment Advisors, LLC | 124,596 | $29,292,520 | 8.76% |
PGIM Custom Harvest LLC | 934,559 | $219,714,921 | 8.11% |
Wealth Management Solutions, LLC | 47,169 | $11,089,475 | 7.60% |
PARAGON FINANCIAL PARTNERS, INC. | 27,447 | $6,452,689 | 6.70% |
Main Management ETF Advisors, LLC | 397,065 | $93,350 | 6.63% |
Essex Private Wealth Management, LLC | 7,939 | $1,866,489 | 6.38% |
ASSET PLANNING CORPORATION | 33,870 | $7,963,414 | 6.13% |
Beacon Capital Management, Inc. | 665,273 | $156,405,682 | 5.80% |