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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,495,205 | +11.5% | 10,059 | +0.5% | 1.91% | +7.9% |
| Q3 2022 | $2,238,000 | -1.7% | 10,004 | +3.5% | 1.77% | -0.3% |
| Q2 2022 | $2,277,000 | +0.4% | 9,667 | +8.4% | 1.77% | +22.5% |
| Q1 2022 | $2,268,000 | +18.7% | 8,917 | +17.3% | 1.45% | +9.6% |
| Q4 2021 | $1,910,000 | +60.5% | 7,604 | +57.5% | 1.32% | +57.3% |
| Q3 2021 | $1,190,000 | +4.2% | 4,828 | +4.5% | 0.84% | +3.7% |
| Q2 2021 | $1,142,000 | +39.6% | 4,620 | +29.2% | 0.81% | +36.2% |
| Q1 2021 | $818,000 | -0.1% | 3,577 | -2.3% | 0.59% | -26.0% |
| Q4 2020 | $819,000 | – | 3,662 | – | 0.80% | – |
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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% |