VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 934 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $916,503 | -3.4% | 3,446 | -1.7% | 0.50% | -4.0% |
| Q1 2024 | $948,349 | +5.6% | 3,506 | -2.1% | 0.52% | +28.4% |
| Q4 2023 | $898,030 | +11.9% | 3,582 | +5.0% | 0.40% | -9.4% |
| 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 ↓ |
|---|---|---|---|
| Pariax, LLC | 18,636 | $4,443,941 | 13.52% |
| PGIM Custom Harvest LLC | 931,201 | $222,054,294 | 9.21% |
| AMI INVESTMENT MANAGEMENT INC | 79,910 | $19,055,338 | 8.89% |
| Allied Investment Advisors, LLC | 117,886 | $28,111,096 | 8.71% |
| EXECUTIVE WEALTH GROUP LLC | 50,777 | $12,108,312 | 8.57% |
| BCM ADVISORS, LLC | 107,056 | $26,473,878 | 7.16% |
| Morningstar Investment Management LLC | 199,110 | $47,480 | 7.06% |
| Essex Private Wealth Management, LLC | 7,902 | $1,884,250 | 6.84% |
| PARAGON FINANCIAL PARTNERS, INC. | 27,101 | $6,462,422 | 6.77% |
| Wealth Management Solutions, LLC | 48,001 | $11,446,226 | 6.59% |