VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 934 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $332,500 | -1.7% | 1,250 | 0.0% | 0.25% | -3.9% |
| Q1 2024 | $338,150 | +7.9% | 1,250 | 0.0% | 0.26% | +3.2% |
| Q4 2023 | $313,376 | +6.6% | 1,250 | 0.0% | 0.25% | -3.1% |
| Q3 2023 | $293,876 | -4.0% | 1,250 | 0.0% | 0.26% | +1.2% |
| Q2 2023 | $306,025 | +2.7% | 1,250 | 0.0% | 0.25% | -0.8% |
| Q1 2023 | $298,075 | -8.2% | 1,250 | -4.5% | 0.26% | -6.6% |
| Q4 2022 | $324,698 | +16.0% | 1,309 | +4.7% | 0.27% | +7.5% |
| Q3 2022 | $280,000 | -4.8% | 1,250 | 0.0% | 0.25% | -8.6% |
| Q2 2022 | $294,000 | -10.1% | 1,250 | -2.6% | 0.28% | -7.0% |
| Q1 2022 | $327,000 | -4.4% | 1,284 | 0.0% | 0.30% | +0.3% |
| Q4 2021 | $342,000 | +7.9% | 1,284 | 0.0% | 0.30% | -1.0% |
| Q3 2021 | $317,000 | +7.8% | 1,284 | 0.0% | 0.30% | +3.8% |
| Q1 2021 | $294,000 | – | 1,284 | – | 0.29% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pariax, LLC | 18,636 | $4,443,941 | 13.52% |
| PGIM Custom Harvest LLC | 931,201 | $222,054,294 | 9.21% |
| AMI INVESTMENT MANAGEMENT INC | 79,910 | $19,055,338 | 8.89% |
| Allied Investment Advisors, LLC | 117,886 | $28,111,096 | 8.71% |
| EXECUTIVE WEALTH GROUP LLC | 50,777 | $12,108,312 | 8.57% |
| BCM ADVISORS, LLC | 107,056 | $26,473,878 | 7.16% |
| Morningstar Investment Management LLC | 199,110 | $47,480 | 7.06% |
| Essex Private Wealth Management, LLC | 7,902 | $1,884,250 | 6.84% |
| PARAGON FINANCIAL PARTNERS, INC. | 27,101 | $6,462,422 | 6.77% |
| Wealth Management Solutions, LLC | 48,001 | $11,446,226 | 6.59% |