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 | $802,347 | -75.5% | 3,578 | -73.5% | 0.05% | -66.9% |
| Q2 2023 | $3,280,775 | -11.5% | 13,521 | -9.3% | 0.15% | -57.3% |
| Q1 2023 | $3,708,489 | +2.2% | 14,914 | +1.3% | 0.35% | -5.4% |
| Q4 2022 | $3,629,369 | -32.1% | 14,722 | -34.4% | 0.37% | -38.3% |
| Q3 2022 | $5,343,000 | +1.3% | 22,442 | +2.2% | 0.60% | -18.0% |
| Q2 2022 | $5,275,000 | +3.9% | 21,966 | +11.3% | 0.73% | +12.0% |
| Q1 2022 | $5,075,000 | +7.1% | 19,738 | +0.6% | 0.65% | +12.3% |
| Q4 2021 | $4,738,000 | +4.2% | 19,626 | +13.2% | 0.58% | +15.6% |
| Q3 2021 | $4,548,000 | +120.3% | 17,333 | +117.7% | 0.50% | +72.1% |
| Q2 2021 | $2,064,000 | +96.4% | 7,963 | +80.9% | 0.29% | +23.9% |
| Q1 2021 | $1,051,000 | – | 4,402 | – | 0.23% | – |
Download | ||||||
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% |