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 | $255,554 | +7.6% | 1,087 | +12.1% | 0.01% | 0.0% |
| Q2 2023 | $237,475 | +2.7% | 970 | +4.1% | 0.01% | 0.0% |
| Q4 2022 | $231,183 | -34.1% | 932 | -37.5% | 0.01% | -26.7% |
| Q2 2022 | $351,000 | -10.5% | 1,492 | -3.1% | 0.02% | +7.1% |
| Q1 2022 | $392,000 | -11.5% | 1,540 | -7.3% | 0.01% | -22.2% |
| Q4 2021 | $443,000 | +12.4% | 1,662 | +4.3% | 0.02% | +5.9% |
| Q3 2021 | $394,000 | – | 1,593 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Morningstar Investment Management LLC | 340,321 | $80,009 | 11.96% |
| Pariax, LLC | 14,707 | $3,457,616 | 10.79% |
| Allied Investment Advisors, LLC | 124,596 | $29,292,520 | 8.76% |
| PGIM Custom Harvest LLC | 934,559 | $219,714,921 | 8.11% |
| Wealth Management Solutions, LLC | 47,169 | $11,089,475 | 7.60% |
| PARAGON FINANCIAL PARTNERS, INC. | 27,447 | $6,452,689 | 6.70% |
| Main Management ETF Advisors, LLC | 397,065 | $93,350 | 6.63% |
| Essex Private Wealth Management, LLC | 7,939 | $1,866,489 | 6.38% |
| ASSET PLANNING CORPORATION | 33,870 | $7,963,414 | 6.13% |
| Beacon Capital Management, Inc. | 665,273 | $156,405,682 | 5.80% |