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 | $4,192,891 | -6.7% | 17,768 | -2.9% | 0.73% | +18.1% |
| Q2 2023 | $4,496,266 | -19.1% | 18,300 | -21.5% | 0.62% | -31.0% |
| Q1 2023 | $5,558,506 | -5.3% | 23,310 | -1.5% | 0.90% | -13.0% |
| Q4 2022 | $5,868,619 | +7.7% | 23,659 | -2.5% | 1.03% | -1.9% |
| Q3 2022 | $5,450,000 | -7.1% | 24,274 | -2.6% | 1.05% | -6.3% |
| Q2 2022 | $5,868,000 | -11.5% | 24,916 | -4.5% | 1.12% | +1.9% |
| Q1 2022 | $6,634,000 | -1.5% | 26,081 | +3.2% | 1.10% | -8.4% |
| Q4 2021 | $6,732,000 | +5.1% | 25,270 | -2.1% | 1.20% | -4.9% |
| Q3 2021 | $6,403,000 | -5.1% | 25,814 | -5.4% | 1.26% | +29.8% |
| Q2 2021 | $6,746,000 | +12.2% | 27,297 | +3.9% | 0.97% | +4.2% |
| Q1 2021 | $6,012,000 | +1.7% | 26,280 | -0.5% | 0.93% | -9.2% |
| Q4 2020 | $5,912,000 | +5.4% | 26,425 | -3.9% | 1.03% | -11.1% |
| Q3 2020 | $5,609,000 | +2.2% | 27,497 | -3.5% | 1.16% | -33.3% |
| Q2 2020 | $5,487,000 | – | 28,481 | – | 1.74% | – |
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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% |