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 | $3,472,759 | -56.8% | 14,770 | -55.0% | 1.04% | -55.2% |
Q2 2023 | $8,035,292 | -0.7% | 32,821 | -3.3% | 2.33% | -5.9% |
Q1 2023 | $8,090,237 | -39.1% | 33,927 | -36.6% | 2.48% | -43.4% |
Q4 2022 | $13,280,990 | +21.6% | 53,541 | +9.7% | 4.38% | -12.5% |
Q3 2022 | $10,920,000 | +15.3% | 48,819 | +21.4% | 5.00% | +9.0% |
Q2 2022 | $9,467,000 | -5.8% | 40,203 | +1.8% | 4.59% | +7.2% |
Q1 2022 | $10,047,000 | +76.2% | 39,498 | +84.5% | 4.28% | +85.6% |
Q4 2021 | $5,703,000 | +62.6% | 21,408 | +50.8% | 2.31% | +4.6% |
Q3 2021 | $3,507,000 | -48.0% | 14,192 | -48.0% | 2.20% | -39.2% |
Q2 2021 | $6,749,000 | +85.9% | 27,313 | +72.1% | 3.62% | +62.5% |
Q1 2021 | $3,630,000 | +4.6% | 15,869 | +2.3% | 2.23% | -9.2% |
Q4 2020 | $3,470,000 | – | 15,510 | – | 2.46% | – |
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% |