VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 859 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.47 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $285,411 | -4.6% | 1,214 | -0.7% | 0.01% | 0.0% |
| Q2 2023 | $299,170 | +11.4% | 1,222 | +8.5% | 0.01% | 0.0% |
| Q1 2023 | $268,505 | -3.9% | 1,126 | 0.0% | 0.01% | -8.3% |
| Q4 2022 | $279,304 | +11.3% | 1,126 | +0.5% | 0.01% | 0.0% |
| Q3 2022 | $251,000 | +3.3% | 1,120 | +8.4% | 0.01% | +9.1% |
| Q2 2022 | $243,000 | -7.3% | 1,033 | +0.2% | 0.01% | +10.0% |
| Q1 2022 | $262,000 | -6.8% | 1,031 | -2.4% | 0.01% | 0.0% |
| Q4 2021 | $281,000 | +8.1% | 1,056 | +0.5% | 0.01% | 0.0% |
| Q3 2021 | $260,000 | 0.0% | 1,051 | -0.2% | 0.01% | 0.0% |
| Q2 2021 | $260,000 | +15.6% | 1,053 | -22.3% | 0.01% | -28.6% |
| Q1 2021 | $225,000 | -24.5% | 1,355 | -7.4% | 0.01% | +7.7% |
| Q3 2020 | $298,000 | +6.0% | 1,463 | +0.3% | 0.01% | 0.0% |
| Q2 2020 | $281,000 | +24.9% | 1,459 | +7.7% | 0.01% | +8.3% |
| Q1 2020 | $225,000 | -18.2% | 1,355 | -5.4% | 0.01% | -14.3% |
| Q4 2019 | $275,000 | +15.1% | 1,432 | +0.3% | 0.01% | +7.7% |
| Q3 2019 | $239,000 | -3.6% | 1,428 | +0.3% | 0.01% | -7.1% |
| Q2 2019 | $248,000 | +17.0% | 1,424 | +15.8% | 0.01% | +16.7% |
| Q1 2019 | $212,000 | -4.1% | 1,230 | +0.5% | 0.01% | 0.0% |
| Q3 2018 | $221,000 | – | 1,224 | – | 0.01% | – |
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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% |