VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 826 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.39 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,998,474 | +2.4% | 8,501 | +6.7% | 0.08% | +5.2% |
| Q2 2023 | $1,951,099 | +29.2% | 7,970 | +25.9% | 0.08% | +22.2% |
| Q1 2023 | $1,509,577 | -2.4% | 6,331 | +1.5% | 0.06% | -28.4% |
| Q4 2022 | $1,546,000 | +25.5% | 6,235 | +13.2% | 0.09% | +31.3% |
| Q3 2022 | $1,232,000 | -11.2% | 5,508 | -6.5% | 0.07% | -5.6% |
| Q2 2022 | $1,387,000 | -6.0% | 5,889 | +1.5% | 0.07% | +1.4% |
| Q1 2022 | $1,476,000 | -1.1% | 5,802 | +3.5% | 0.07% | -14.6% |
| Q4 2021 | $1,493,000 | – | 5,606 | – | 0.08% | – |
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% |