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 | $122 | -25.2% | 518 | -22.2% | 0.04% | -29.5% |
| Q2 2023 | $163 | -3.0% | 666 | -5.7% | 0.06% | -1.6% |
| Q1 2023 | $168 | -4.0% | 706 | +0.1% | 0.06% | -11.4% |
| Q4 2022 | $175 | -99.9% | 705 | +27.5% | 0.07% | +20.7% |
| Q3 2022 | $124,000 | -21.5% | 553 | -17.8% | 0.06% | -14.7% |
| Q2 2022 | $158,000 | -7.6% | 673 | +0.3% | 0.07% | +9.7% |
| Q1 2022 | $171,000 | -4.5% | 671 | +0.1% | 0.06% | 0.0% |
| Q4 2021 | $179,000 | +8.5% | 670 | +0.3% | 0.06% | -3.1% |
| Q3 2021 | $165,000 | 0.0% | 668 | 0.0% | 0.06% | -4.5% |
| Q2 2021 | $165,000 | +55.7% | 668 | +44.3% | 0.07% | +24.1% |
| Q1 2021 | $106,000 | +1.9% | 463 | 0.0% | 0.05% | -3.6% |
| Q4 2020 | $104,000 | +10.6% | 463 | +0.2% | 0.06% | 0.0% |
| Q3 2020 | $94,000 | +5.6% | 462 | 0.0% | 0.06% | -5.1% |
| Q2 2020 | $89,000 | +15.6% | 462 | 0.0% | 0.06% | -14.5% |
| Q1 2020 | $77,000 | -12.5% | 462 | +0.2% | 0.07% | +6.2% |
| Q4 2019 | $88,000 | +14.3% | 461 | 0.0% | 0.06% | +10.2% |
| Q3 2019 | $77,000 | -3.8% | 461 | 0.0% | 0.06% | -7.8% |
| Q2 2019 | $80,000 | +29.0% | 461 | +28.1% | 0.06% | +20.8% |
| Q1 2019 | $62,000 | – | 360 | – | 0.05% | – |
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% |