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 | $3,127,451 | -0.4% | 13,303 | +3.7% | 0.77% | -0.6% |
| Q2 2023 | $3,141,442 | +5.1% | 12,832 | +2.4% | 0.78% | +2.4% |
| Q1 2023 | $2,988,533 | -10.4% | 12,533 | -6.8% | 0.76% | -17.2% |
| Q4 2022 | $3,335,191 | +6.7% | 13,446 | -3.8% | 0.92% | +4.4% |
| Q3 2022 | $3,127,000 | -3.5% | 13,981 | +1.6% | 0.88% | +5.3% |
| Q2 2022 | $3,240,000 | -6.7% | 13,757 | +0.8% | 0.83% | +2.0% |
| Q1 2022 | $3,473,000 | +1.7% | 13,654 | -1.1% | 0.82% | +1.6% |
| Q4 2021 | $3,416,000 | – | 13,805 | – | 0.80% | – |
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% |