VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 934 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $266,000 | -1.7% | 1,000 | 0.0% | 0.14% | -2.8% |
| Q1 2024 | $270,520 | +7.9% | 1,000 | 0.0% | 0.14% | -2.0% |
| Q4 2023 | $250,700 | +6.6% | 1,000 | 0.0% | 0.15% | -3.9% |
| Q3 2023 | $235,100 | -4.0% | 1,000 | 0.0% | 0.15% | -5.0% |
| Q2 2023 | $244,820 | +2.7% | 1,000 | 0.0% | 0.16% | +0.6% |
| Q1 2023 | $238,460 | -3.9% | 1,000 | 0.0% | 0.16% | -12.1% |
| Q4 2022 | $248,050 | +10.7% | 1,000 | 0.0% | 0.18% | +1.1% |
| Q3 2022 | $224,000 | +5.7% | 1,000 | +11.1% | 0.18% | +9.8% |
| Q2 2022 | $212,000 | -7.4% | 900 | 0.0% | 0.16% | +18.8% |
| Q1 2022 | $229,000 | -4.6% | 900 | 0.0% | 0.14% | +1.5% |
| Q4 2021 | $240,000 | +24.4% | 900 | +15.4% | 0.14% | +16.2% |
| Q3 2021 | $193,000 | 0.0% | 780 | 0.0% | 0.12% | -2.5% |
| Q2 2021 | $193,000 | +8.4% | 780 | 0.0% | 0.12% | -3.2% |
| Q1 2021 | $178,000 | +58.9% | 780 | +56.0% | 0.12% | +49.4% |
| Q4 2020 | $112,000 | – | 500 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pariax, LLC | 18,636 | $4,443,941 | 13.52% |
| PGIM Custom Harvest LLC | 931,201 | $222,054,294 | 9.21% |
| AMI INVESTMENT MANAGEMENT INC | 79,910 | $19,055,338 | 8.89% |
| Allied Investment Advisors, LLC | 117,886 | $28,111,096 | 8.71% |
| EXECUTIVE WEALTH GROUP LLC | 50,777 | $12,108,312 | 8.57% |
| BCM ADVISORS, LLC | 107,056 | $26,473,878 | 7.16% |
| Morningstar Investment Management LLC | 199,110 | $47,480 | 7.06% |
| Essex Private Wealth Management, LLC | 7,902 | $1,884,250 | 6.84% |
| PARAGON FINANCIAL PARTNERS, INC. | 27,101 | $6,462,422 | 6.77% |
| Wealth Management Solutions, LLC | 48,001 | $11,446,226 | 6.59% |