VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 859 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.47 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $223 | +14.9% | 955 | +20.1% | 0.19% | +21.2% |
| Q2 2023 | $194 | +22.8% | 795 | +18.3% | 0.16% | +11.1% |
| Q1 2023 | $158 | -4.8% | 672 | +0.1% | 0.14% | -8.9% |
| Q4 2022 | $166 | -99.9% | 671 | +0.8% | 0.16% | +6.0% |
| Q3 2022 | $149,000 | +3.5% | 666 | +17.0% | 0.15% | +43.3% |
| Q1 2022 | $144,000 | -5.3% | 569 | 0.0% | 0.10% | 0.0% |
| Q4 2021 | $152,000 | +9.4% | 569 | +1.1% | 0.10% | -3.7% |
| Q3 2021 | $139,000 | +223.3% | 563 | +221.7% | 0.11% | +208.6% |
| Q2 2021 | $43,000 | +7.5% | 175 | 0.0% | 0.04% | -2.8% |
| Q1 2021 | $40,000 | +2.6% | 175 | +0.6% | 0.04% | -2.7% |
| Q4 2020 | $39,000 | – | 174 | – | 0.04% | – |
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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% |