VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,651,555 | -0.4% | 19,766 | +3.7% | 2.02% | +1.8% |
| Q2 2023 | $4,670,717 | +6.1% | 19,060 | +3.3% | 1.99% | -6.0% |
| Q1 2023 | $4,400,138 | -11.2% | 18,452 | -7.5% | 2.12% | -30.7% |
| Q4 2022 | $4,952,806 | +20.0% | 19,947 | +8.1% | 3.05% | +8.0% |
| Q3 2022 | $4,126,000 | +8.9% | 18,444 | +23.8% | 2.83% | +21.2% |
| Q2 2022 | $3,790,000 | 0.0% | 14,902 | 0.0% | 2.33% | -9.8% |
| Q1 2022 | $3,790,000 | +3.4% | 14,902 | +8.3% | 2.59% | +21.0% |
| Q4 2021 | $3,665,000 | +21.8% | 13,758 | +13.0% | 2.14% | +9.8% |
| Q3 2021 | $3,009,000 | +63.4% | 12,176 | +63.4% | 1.95% | +48.5% |
| Q2 2021 | $1,841,000 | +37.8% | 7,452 | +27.5% | 1.31% | +9.9% |
| Q1 2021 | $1,336,000 | +1.3% | 5,844 | -0.9% | 1.19% | +2.1% |
| Q4 2020 | $1,319,000 | – | 5,896 | – | 1.17% | – |
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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% |