VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 916 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,124,810 | -27.7% | 4,784 | -24.7% | 0.04% | -24.6% |
| Q2 2023 | $1,556,260 | -0.5% | 6,357 | -3.1% | 0.06% | -6.6% |
| Q1 2023 | $1,563,785 | +99886.3% | 6,558 | +4.0% | 0.06% | -30.7% |
| Q4 2022 | $1,564 | -99.9% | 6,307 | +11.6% | 0.09% | +14.3% |
| Q3 2022 | $1,264,000 | -44.4% | 5,649 | -41.5% | 0.08% | -18.1% |
| Q2 2022 | $2,272,000 | +0.2% | 9,649 | +9.4% | 0.09% | +54.1% |
| Q1 2022 | $2,267,000 | +6.1% | 8,821 | +10.0% | 0.06% | +29.8% |
| Q4 2021 | $2,136,000 | +13.9% | 8,018 | +5.6% | 0.05% | -6.0% |
| Q3 2021 | $1,876,000 | +5.7% | 7,590 | +5.7% | 0.05% | +4.2% |
| Q2 2021 | $1,774,000 | +5.3% | 7,179 | -2.8% | 0.05% | +6.7% |
| Q1 2021 | $1,684,000 | – | 7,387 | – | 0.04% | – |
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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% |