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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,507,390 | +19.7% | 6,011 | +12.3% | 0.56% | +10.9% |
| Q3 2023 | $1,259,086 | -1.2% | 5,352 | +2.8% | 0.50% | +2.0% |
| Q2 2023 | $1,274,880 | -9.8% | 5,205 | -12.2% | 0.50% | -14.1% |
| Q1 2023 | $1,413,451 | -3.8% | 5,925 | -0.0% | 0.58% | +0.9% |
| Q4 2022 | $1,470,042 | +10.9% | 5,926 | +0.0% | 0.57% | +0.9% |
| Q3 2022 | $1,325,000 | -4.6% | 5,924 | +0.4% | 0.57% | -1.7% |
| Q2 2022 | $1,389,000 | -1.8% | 5,899 | +6.0% | 0.58% | +12.1% |
| Q1 2022 | $1,415,000 | -8.4% | 5,564 | -4.0% | 0.51% | -4.6% |
| Q4 2021 | $1,544,000 | – | 5,796 | – | 0.54% | – |
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% |