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 | $1,321,715 | -53.9% | 5,621 | -52.0% | 0.32% | -53.4% |
| Q2 2023 | $2,867,784 | +3.1% | 11,713 | +0.5% | 0.70% | +0.3% |
| Q1 2023 | $2,780,646 | +59.0% | 11,660 | +65.4% | 0.70% | +32.9% |
| Q4 2022 | $1,748,522 | +25.1% | 7,049 | +12.8% | 0.52% | -28.5% |
| Q3 2022 | $1,398,000 | +0.1% | 6,248 | +5.4% | 0.73% | +43.6% |
| Q2 2022 | $1,396,000 | +208.2% | 5,929 | +233.3% | 0.51% | +187.6% |
| Q1 2022 | $453,000 | -7.0% | 1,779 | -2.7% | 0.18% | -6.8% |
| Q4 2021 | $487,000 | – | 1,829 | – | 0.19% | – |
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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% |