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 | $1,312,162 | -5.0% | 5,581 | -1.1% | 0.19% | -3.1% |
| Q2 2023 | $1,381,832 | +2.2% | 5,644 | -0.5% | 0.19% | -2.0% |
| Q1 2023 | $1,352,606 | -4.3% | 5,672 | -0.4% | 0.20% | -10.9% |
| Q4 2022 | $1,413,201 | +10.9% | 5,697 | +0.1% | 0.22% | -4.3% |
| Q3 2022 | $1,274,000 | -8.3% | 5,693 | -3.6% | 0.23% | -4.9% |
| Q2 2022 | $1,390,000 | -15.7% | 5,903 | -18.1% | 0.24% | -22.1% |
| Q1 2022 | $1,649,000 | +2.2% | 7,207 | +19.0% | 0.31% | +27.9% |
| Q4 2021 | $1,613,000 | +7.1% | 6,056 | -0.6% | 0.24% | -0.4% |
| Q3 2021 | $1,506,000 | -2.9% | 6,092 | -3.2% | 0.24% | -5.8% |
| Q2 2021 | $1,551,000 | -5.9% | 6,292 | -12.7% | 0.26% | -15.9% |
| Q1 2021 | $1,648,000 | -5.7% | 7,207 | -7.6% | 0.31% | -16.0% |
| Q4 2020 | $1,748,000 | -0.6% | 7,803 | -9.5% | 0.37% | -26.0% |
| Q3 2020 | $1,759,000 | +3.7% | 8,624 | -2.1% | 0.50% | -5.9% |
| Q2 2020 | $1,697,000 | -13.2% | 8,808 | -13.6% | 0.53% | -16.7% |
| Q4 2019 | $1,955,000 | – | 10,193 | – | 0.63% | – |
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% |