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 | $428,352 | -4.0% | 1,822 | 0.0% | 0.29% | +1.4% |
| Q2 2023 | $446,062 | +1.5% | 1,822 | -1.1% | 0.28% | -9.3% |
| Q1 2023 | $439,482 | -5.4% | 1,843 | -94.6% | 0.31% | -9.1% |
| Q4 2022 | $464,438 | +12.7% | 34,396 | +1766.3% | 0.34% | +3.0% |
| Q3 2022 | $412,000 | -5.3% | 1,843 | -0.2% | 0.33% | -1.5% |
| Q2 2022 | $435,000 | -7.4% | 1,847 | 0.0% | 0.34% | +9.1% |
| Q1 2022 | $470,000 | -4.5% | 1,847 | 0.0% | 0.31% | -2.5% |
| Q4 2021 | $492,000 | +8.4% | 1,847 | +0.5% | 0.32% | +1.3% |
| Q3 2021 | $454,000 | +15.8% | 1,837 | +15.9% | 0.31% | +13.4% |
| Q2 2021 | $392,000 | +89.4% | 1,585 | +75.1% | 0.28% | +69.3% |
| Q1 2021 | $207,000 | -14.1% | 905 | -15.8% | 0.16% | -29.1% |
| Q4 2020 | $241,000 | – | 1,075 | – | 0.23% | – |
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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% |