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 | $1,337,668 | -1.7% | 5,690 | +2.4% | 0.18% | 0.0% |
| Q2 2023 | $1,360,399 | +9.6% | 5,557 | +6.7% | 0.18% | +2.9% |
| Q1 2023 | $1,241,597 | -3.6% | 5,207 | +0.3% | 0.17% | -10.9% |
| Q4 2022 | $1,287,746 | +25.0% | 5,191 | +12.7% | 0.19% | +17.0% |
| Q3 2022 | $1,030,000 | -50.2% | 4,606 | -47.5% | 0.16% | -41.5% |
| Q2 2022 | $2,067,000 | -3.9% | 8,779 | +3.8% | 0.28% | +7.2% |
| Q1 2022 | $2,151,000 | -4.6% | 8,454 | -0.1% | 0.26% | +0.4% |
| Q4 2021 | $2,254,000 | +7.8% | 8,461 | +0.0% | 0.26% | 0.0% |
| Q3 2021 | $2,091,000 | +1.0% | 8,460 | +1.0% | 0.26% | -1.5% |
| Q2 2021 | $2,070,000 | +8.3% | 8,375 | +0.2% | 0.27% | -1.1% |
| Q1 2021 | $1,911,000 | +3.1% | 8,356 | +0.9% | 0.27% | -4.3% |
| Q4 2020 | $1,853,000 | – | 8,281 | – | 0.28% | – |
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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% |