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 | $4,195,730 | -1.7% | 17,847 | +2.4% | 0.21% | 0.0% |
| Q2 2023 | $4,267,333 | +9.6% | 17,430 | +6.7% | 0.21% | -0.9% |
| Q1 2023 | $3,894,646 | -3.7% | 16,332 | +0.1% | 0.21% | -13.8% |
| Q4 2022 | $4,045,471 | +19.7% | 16,309 | +13.6% | 0.25% | +8.3% |
| Q3 2022 | $3,381,000 | 0.0% | 14,356 | 0.0% | 0.23% | 0.0% |
| Q2 2022 | $3,381,000 | -15.9% | 14,356 | -4.8% | 0.23% | -4.6% |
| Q4 2021 | $4,019,000 | -14.3% | 15,085 | -20.5% | 0.24% | +59.3% |
| Q3 2021 | $4,690,000 | +5.2% | 18,975 | +5.2% | 0.15% | +5.6% |
| Q2 2021 | $4,457,000 | +29.6% | 18,034 | +20.0% | 0.14% | +14.5% |
| Q1 2021 | $3,439,000 | – | 15,033 | – | 0.12% | – |
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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% |