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 | $696 | -3.9% | 2,961 | 0.0% | 0.39% | -0.5% |
| Q2 2023 | $724 | +2.5% | 2,961 | 0.0% | 0.39% | -6.5% |
| Q1 2023 | $706 | -11.9% | 2,961 | -8.4% | 0.42% | -17.6% |
| Q4 2022 | $801 | -99.9% | 3,232 | -11.6% | 0.51% | -12.6% |
| Q3 2022 | $818,000 | +305.0% | 3,657 | +325.7% | 0.58% | +323.4% |
| Q2 2022 | $202,000 | -2.9% | 859 | +4.9% | 0.14% | +14.2% |
| Q1 2022 | $208,000 | -16.5% | 819 | -12.7% | 0.12% | -15.5% |
| Q4 2021 | $249,000 | +7.8% | 938 | 0.0% | 0.14% | -2.1% |
| Q3 2021 | $231,000 | 0.0% | 938 | 0.0% | 0.14% | -2.0% |
| Q2 2021 | $231,000 | -33.8% | 938 | -38.5% | 0.15% | -40.1% |
| Q1 2021 | $349,000 | +2.9% | 1,524 | +0.7% | 0.25% | -3.1% |
| Q4 2020 | $339,000 | – | 1,514 | – | 0.26% | – |
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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% |