VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 916 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $208,769 | -4.0% | 888 | 0.0% | 0.15% | +3.4% |
Q2 2023 | $217,400 | +2.7% | 888 | 0.0% | 0.15% | +2.8% |
Q1 2023 | $211,752 | -3.9% | 888 | 0.0% | 0.14% | -6.5% |
Q4 2022 | $220,268 | +5.4% | 888 | 0.0% | 0.15% | -9.4% |
Q2 2022 | $209,000 | -7.5% | 888 | 0.0% | 0.17% | +8.3% |
Q1 2022 | $226,000 | -4.6% | 888 | 0.0% | 0.16% | -3.7% |
Q4 2021 | $237,000 | +8.2% | 888 | 0.0% | 0.16% | -1.2% |
Q3 2021 | $219,000 | -23.2% | 888 | -23.0% | 0.16% | -18.7% |
Q2 2021 | $285,000 | +8.0% | 1,153 | -0.2% | 0.20% | -1.9% |
Q1 2021 | $264,000 | +2.3% | 1,155 | +0.2% | 0.21% | -3.3% |
Q4 2020 | $258,000 | – | 1,153 | – | 0.21% | – |
Download |
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% |