VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 916 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,064,993 | +25.6% | 59,710 | +30.8% | 0.20% | +28.8% |
| Q2 2023 | $11,196,600 | +8.9% | 45,661 | +5.9% | 0.15% | +0.7% |
| Q1 2023 | $10,283,242 | -14.6% | 43,124 | -11.2% | 0.15% | -21.2% |
| Q4 2022 | $12,043,651 | +22.0% | 48,554 | +10.2% | 0.19% | +12.9% |
| Q3 2022 | $9,869,329 | +0.5% | 44,044 | +5.7% | 0.17% | -7.1% |
| Q2 2022 | $9,816,000 | -31.7% | 41,679 | -26.3% | 0.18% | -23.0% |
| Q1 2022 | $14,375,000 | – | 56,515 | – | 0.24% | – |
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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% |