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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $383,026 | +22.1% | 1,629 | +27.1% | 0.12% | +21.1% |
| Q2 2023 | $313,755 | +5.0% | 1,282 | +2.3% | 0.10% | -5.0% |
| Q1 2023 | $298,689 | -6.5% | 1,253 | -2.7% | 0.10% | -13.0% |
| Q4 2022 | $319,591 | +11.7% | 1,288 | +0.7% | 0.12% | -28.1% |
| Q3 2022 | $286,000 | +4.0% | 1,279 | +9.7% | 0.16% | +5.3% |
| Q2 2022 | $275,000 | -31.6% | 1,166 | -26.3% | 0.15% | -16.0% |
| Q1 2022 | $402,000 | +30.1% | 1,582 | +36.5% | 0.18% | +44.8% |
| Q4 2021 | $309,000 | +8.4% | 1,159 | +0.7% | 0.12% | -11.3% |
| Q3 2021 | $285,000 | 0.0% | 1,151 | 0.0% | 0.14% | -2.8% |
| Q2 2021 | $285,000 | -11.5% | 1,151 | -18.2% | 0.14% | -19.0% |
| Q1 2021 | $322,000 | +2.2% | 1,407 | -0.1% | 0.18% | -3.8% |
| Q4 2020 | $315,000 | +15.8% | 1,409 | +5.9% | 0.19% | 0.0% |
| Q3 2020 | $272,000 | +3.4% | 1,331 | -2.6% | 0.19% | +0.5% |
| Q2 2020 | $263,000 | +16.4% | 1,366 | +0.3% | 0.18% | -23.9% |
| Q1 2020 | $226,000 | -8.9% | 1,362 | +5.3% | 0.24% | +38.9% |
| Q4 2019 | $248,000 | – | 1,293 | – | 0.18% | – |
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% |