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 | $3,761,600 | -4.0% | 16,000 | 0.0% | 1.95% | -1.9% |
| Q2 2023 | $3,917,120 | +2.7% | 16,000 | 0.0% | 1.99% | -6.9% |
| Q1 2023 | $3,815,360 | -3.9% | 16,000 | 0.0% | 2.13% | -17.2% |
| Q4 2022 | $3,968,800 | +10.9% | 16,000 | 0.0% | 2.58% | -1.9% |
| Q3 2022 | $3,579,000 | -5.0% | 16,000 | 0.0% | 2.62% | -18.4% |
| Q2 2022 | $3,768,000 | +4.3% | 16,000 | +12.7% | 3.22% | +5.0% |
| Q1 2022 | $3,612,000 | +6.7% | 14,200 | +11.7% | 3.06% | -2.8% |
| Q4 2021 | $3,386,000 | +7.8% | 12,710 | 0.0% | 3.15% | +2.0% |
| Q3 2021 | $3,141,000 | +10.4% | 12,710 | +10.4% | 3.09% | +5.3% |
| Q2 2021 | $2,844,000 | +14.6% | 11,510 | +6.1% | 2.94% | -5.5% |
| Q1 2021 | $2,481,000 | +6.2% | 10,845 | +3.8% | 3.11% | -0.4% |
| Q4 2020 | $2,337,000 | +19.4% | 10,445 | +8.9% | 3.12% | +5.8% |
| Q3 2020 | $1,957,000 | +19.2% | 9,595 | +12.6% | 2.95% | +10.5% |
| Q2 2020 | $1,642,000 | +16.0% | 8,525 | 0.0% | 2.67% | +0.5% |
| Q1 2020 | $1,416,000 | -19.8% | 8,525 | -7.4% | 2.66% | +17.6% |
| Q4 2019 | $1,765,000 | – | 9,205 | – | 2.26% | – |
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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% |