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 | $280,841 | -5.2% | 1,210 | +2.1% | 0.12% | +4.5% |
| Q2 2023 | $296,203 | -10.6% | 1,185 | -12.9% | 0.11% | -20.9% |
| Q1 2023 | $331,480 | -36.7% | 1,361 | -36.5% | 0.14% | -36.5% |
| Q4 2022 | $523,868 | +2.1% | 2,142 | +0.6% | 0.22% | +0.5% |
| Q3 2022 | $513,000 | +37.2% | 2,129 | +34.0% | 0.22% | +44.4% |
| Q2 2022 | $374,000 | +1.1% | 1,589 | +2.7% | 0.15% | +11.9% |
| Q1 2022 | $370,000 | -6.6% | 1,547 | +4.0% | 0.14% | -4.9% |
| Q4 2021 | $396,000 | +78.4% | 1,487 | +65.2% | 0.14% | +56.0% |
| Q3 2021 | $222,000 | +8.3% | 900 | +8.4% | 0.09% | -1.1% |
| Q2 2021 | $205,000 | – | 830 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Morningstar Investment Management LLC | 340,321 | $80,009 | 11.96% |
| Pariax, LLC | 14,707 | $3,457,616 | 10.79% |
| Allied Investment Advisors, LLC | 124,596 | $29,292,520 | 8.76% |
| PGIM Custom Harvest LLC | 934,559 | $219,714,921 | 8.11% |
| Wealth Management Solutions, LLC | 47,169 | $11,089,475 | 7.60% |
| PARAGON FINANCIAL PARTNERS, INC. | 27,447 | $6,452,689 | 6.70% |
| Main Management ETF Advisors, LLC | 397,065 | $93,350 | 6.63% |
| Essex Private Wealth Management, LLC | 7,939 | $1,866,489 | 6.38% |
| ASSET PLANNING CORPORATION | 33,870 | $7,963,414 | 6.13% |
| Beacon Capital Management, Inc. | 665,273 | $156,405,682 | 5.80% |