VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 826 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.39 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $452,568 | -9.2% | 1,925 | -5.4% | 0.32% | -0.3% |
| Q2 2023 | $498,209 | -1.0% | 2,035 | -3.6% | 0.32% | -9.5% |
| Q1 2023 | $503,151 | +82.7% | 2,110 | +90.1% | 0.36% | +57.3% |
| Q4 2022 | $275,336 | +9.7% | 1,110 | -0.9% | 0.23% | -2.6% |
| Q3 2022 | $251,000 | -4.9% | 1,120 | 0.0% | 0.23% | +5.4% |
| Q2 2022 | $264,000 | -7.4% | 1,120 | 0.0% | 0.22% | +15.7% |
| Q1 2022 | $285,000 | -4.4% | 1,120 | 0.0% | 0.19% | -7.3% |
| Q4 2021 | $298,000 | +1.4% | 1,120 | -5.9% | 0.21% | -3.7% |
| Q3 2021 | $294,000 | -18.3% | 1,190 | -18.2% | 0.21% | -19.2% |
| Q2 2021 | $360,000 | -6.2% | 1,455 | -13.4% | 0.26% | -14.2% |
| Q1 2021 | $384,000 | +1.1% | 1,680 | -1.2% | 0.31% | -6.1% |
| Q4 2020 | $380,000 | -9.1% | 1,700 | -17.1% | 0.33% | -21.5% |
| Q3 2020 | $418,000 | – | 2,050 | – | 0.42% | – |
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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% |