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 | $802,358 | -24.9% | 3,413 | -21.8% | 0.45% | -27.4% |
| Q2 2023 | $1,068,386 | +5.7% | 4,364 | +3.0% | 0.62% | +0.3% |
| Q1 2023 | $1,010,585 | -3.9% | 4,238 | +0.0% | 0.61% | -10.5% |
| Q4 2022 | $1,051,096 | +10.1% | 4,237 | -0.8% | 0.69% | -0.6% |
| Q3 2022 | $955,000 | -4.3% | 4,272 | +0.8% | 0.69% | +1.5% |
| Q2 2022 | $998,000 | -8.5% | 4,240 | -1.2% | 0.68% | +10.2% |
| Q1 2022 | $1,091,000 | -4.3% | 4,292 | +0.3% | 0.62% | +11.2% |
| Q4 2021 | $1,140,000 | – | 4,279 | – | 0.56% | – |
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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% |