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 | $872,801 | -5.7% | 3,712 | -1.8% | 0.70% | -2.6% |
| Q2 2023 | $925,519 | +0.4% | 3,780 | -2.2% | 0.72% | -4.1% |
| Q1 2023 | $921,506 | -42.0% | 3,864 | -39.7% | 0.75% | -40.4% |
| Q4 2022 | $1,590,092 | +10.2% | 6,410 | -0.7% | 1.26% | -2.3% |
| Q3 2022 | $1,443,000 | -5.0% | 6,452 | +0.0% | 1.28% | -0.5% |
| Q2 2022 | $1,519,000 | +0.9% | 6,451 | +9.0% | 1.29% | +8.8% |
| Q1 2022 | $1,505,000 | +152.9% | 5,917 | +164.9% | 1.19% | +153.6% |
| Q4 2021 | $595,000 | – | 2,234 | – | 0.47% | – |
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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% |