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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,963,414 | -1.9% | 33,870 | +2.1% | 6.13% | -0.8% |
| Q2 2023 | $8,121,233 | +9.7% | 33,170 | +6.8% | 6.17% | +3.8% |
| Q1 2023 | $7,403,150 | -3.3% | 31,046 | +0.6% | 5.95% | -6.7% |
| Q4 2022 | $7,654,765 | +11.3% | 30,860 | +0.4% | 6.37% | -1.0% |
| Q3 2022 | $6,877,000 | -5.5% | 30,743 | -0.5% | 6.44% | +1.8% |
| Q2 2022 | $7,275,000 | -5.2% | 30,891 | +2.4% | 6.32% | -5.7% |
| Q1 2022 | $7,675,000 | +0.7% | 30,173 | +5.5% | 6.70% | +2.8% |
| Q4 2021 | $7,620,000 | +14.3% | 28,601 | +6.0% | 6.52% | +5.6% |
| Q3 2021 | $6,668,000 | +9.0% | 26,978 | +9.0% | 6.17% | +3.6% |
| Q2 2021 | $6,118,000 | +13.4% | 24,758 | +5.0% | 5.96% | +6.1% |
| Q1 2021 | $5,396,000 | – | 23,590 | – | 5.61% | – |
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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% |