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 | $4,277,409 | +2.2% | 18,194 | +6.4% | 3.49% | +5.7% |
| Q2 2023 | $4,184,708 | +16.8% | 17,093 | +13.7% | 3.31% | +9.5% |
| Q1 2023 | $3,583,338 | -0.3% | 15,027 | +3.7% | 3.02% | -6.8% |
| Q4 2022 | $3,594,245 | +38.3% | 14,490 | +24.8% | 3.24% | +30.3% |
| Q3 2022 | $2,598,000 | +93.3% | 11,612 | +103.5% | 2.49% | +87.3% |
| Q2 2022 | $1,344,000 | -71.3% | 5,705 | -69.0% | 1.33% | -63.7% |
| Q1 2022 | $4,678,000 | -16.8% | 18,390 | -12.8% | 3.66% | -20.5% |
| Q4 2021 | $5,621,000 | – | 21,097 | – | 4.60% | – |
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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% |