VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.75 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $450,959 | -3.9% | 1,918 | +0.1% | 0.25% | -7.4% |
| Q2 2023 | $469,072 | +2.7% | 1,916 | 0.0% | 0.27% | -7.2% |
| Q1 2023 | $456,886 | -3.8% | 1,916 | +0.1% | 0.29% | -14.7% |
| Q4 2022 | $474,779 | +9.6% | 1,914 | -1.1% | 0.34% | +10.0% |
| Q3 2022 | $433,000 | -5.0% | 1,935 | 0.0% | 0.31% | +19.3% |
| Q2 2022 | $456,000 | -7.3% | 1,935 | +0.1% | 0.26% | +10.2% |
| Q1 2022 | $492,000 | -4.5% | 1,934 | +0.1% | 0.24% | -1.3% |
| Q4 2021 | $515,000 | +12.4% | 1,933 | +4.3% | 0.24% | 0.0% |
| Q3 2021 | $458,000 | -8.4% | 1,854 | -8.4% | 0.24% | -11.5% |
| Q2 2021 | $500,000 | +2.7% | 2,024 | -4.8% | 0.27% | -3.6% |
| Q1 2021 | $487,000 | +40.3% | 2,127 | +37.0% | 0.28% | +23.5% |
| Q4 2020 | $347,000 | +25.7% | 1,552 | +14.3% | 0.23% | -5.8% |
| Q3 2020 | $276,000 | – | 1,358 | – | 0.24% | – |
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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% |