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 | $3,349,235 | +116.4% | 14,246 | +128.3% | 2.42% | +105.9% |
| Q4 2022 | $1,547,584 | -52.9% | 6,239 | -51.7% | 1.18% | -49.7% |
| Q1 2022 | $3,286,000 | -34.6% | 12,919 | -31.4% | 2.34% | -33.5% |
| Q4 2021 | $5,021,000 | +12.3% | 18,845 | +4.2% | 3.51% | +4.9% |
| Q3 2021 | $4,472,000 | +1.8% | 18,094 | +1.8% | 3.35% | +1.5% |
| Q2 2021 | $4,393,000 | +9.2% | 17,777 | +1.1% | 3.30% | +1.5% |
| Q1 2021 | $4,023,000 | +3.9% | 17,586 | +1.6% | 3.25% | -7.6% |
| Q4 2020 | $3,872,000 | – | 17,307 | – | 3.52% | – |
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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% |