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 | $4,373,350 | +4.4% | 18,602 | +8.7% | 2.24% | +6.4% |
| Q2 2023 | $4,188,893 | +1.8% | 17,110 | -0.8% | 2.11% | -6.1% |
| Q1 2023 | $4,113,136 | -4.2% | 17,249 | -0.4% | 2.24% | -9.8% |
| Q4 2022 | $4,293,720 | +111483.2% | 17,310 | +0.6% | 2.49% | +1.3% |
| Q3 2022 | $3,848 | -3.2% | 17,201 | +1.8% | 2.46% | +2.0% |
| Q2 2022 | $3,977 | -7.3% | 16,889 | +0.1% | 2.41% | +9.0% |
| Q1 2022 | $4,292 | -4.3% | 16,873 | +0.3% | 2.21% | -0.9% |
| Q4 2021 | $4,483 | +11.4% | 16,827 | +3.3% | 2.23% | -0.8% |
| Q3 2021 | $4,025 | +2.3% | 16,283 | +2.3% | 2.25% | -0.7% |
| Q2 2021 | $3,935 | +11.0% | 15,923 | +2.7% | 2.27% | +0.8% |
| Q1 2021 | $3,545 | +4.5% | 15,499 | +2.2% | 2.25% | -2.9% |
| Q4 2020 | $3,392 | +11.8% | 15,170 | +1.6% | 2.32% | -2.6% |
| Q3 2020 | $3,035 | +5.5% | 14,934 | -0.0% | 2.38% | -4.3% |
| Q2 2020 | $2,876 | +13.8% | 14,940 | -2.1% | 2.48% | -10.5% |
| Q1 2020 | $2,528 | – | 15,255 | – | 2.78% | – |
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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% |