VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.75 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $58,662 | -3.7% | 250 | +0.4% | 0.03% | -3.3% |
| Q2 2023 | $60,939 | +43.6% | 249 | +39.9% | 0.03% | +30.4% |
| Q1 2023 | $42,425 | +2.2% | 178 | +6.6% | 0.02% | -4.2% |
| Q4 2022 | $41,517 | +12.2% | 167 | +0.6% | 0.02% | +9.1% |
| Q3 2022 | $37,000 | -19.6% | 166 | -14.4% | 0.02% | -24.1% |
| Q2 2022 | $46,000 | -6.1% | 194 | 0.0% | 0.03% | +20.8% |
| Q1 2022 | $49,000 | -3.9% | 194 | +0.5% | 0.02% | 0.0% |
| Q4 2021 | $51,000 | +8.5% | 193 | +0.5% | 0.02% | -17.2% |
| Q3 2021 | $47,000 | 0.0% | 192 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $47,000 | +6.8% | 192 | 0.0% | 0.03% | -9.4% |
| Q1 2021 | $44,000 | +2.3% | 192 | +0.5% | 0.03% | -8.6% |
| Q4 2020 | $43,000 | +26.5% | 191 | +15.8% | 0.04% | +6.1% |
| Q3 2020 | $34,000 | – | 165 | – | 0.03% | – |
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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% |