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 | $8,155,498 | -7.0% | 35,044 | -2.9% | 2.70% | -11.6% |
| Q2 2023 | $8,767,495 | -1.7% | 36,091 | -2.6% | 3.06% | -14.7% |
| Q1 2023 | $8,920,366 | +0.2% | 37,069 | +3.3% | 3.58% | -9.5% |
| Q4 2022 | $8,902,787 | +18.6% | 35,882 | +11.7% | 3.96% | +6.9% |
| Q3 2022 | $7,504,000 | +0.5% | 32,132 | +2.7% | 3.70% | -6.7% |
| Q2 2022 | $7,465,000 | -8.1% | 31,299 | -1.3% | 3.97% | -3.7% |
| Q1 2022 | $8,120,000 | -1.8% | 31,722 | -0.1% | 4.12% | +8.8% |
| Q4 2021 | $8,270,000 | +6.1% | 31,753 | -0.7% | 3.79% | -4.0% |
| Q3 2021 | $7,796,000 | -3.4% | 31,975 | -0.6% | 3.95% | -3.8% |
| Q2 2021 | $8,073,000 | +4.0% | 32,170 | -0.6% | 4.11% | +2.1% |
| Q1 2021 | $7,764,000 | +2.9% | 32,371 | +1.1% | 4.02% | -13.4% |
| Q4 2020 | $7,548,000 | – | 32,025 | – | 4.64% | – |
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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% |