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 | $1,654 | -6.1% | 7,036 | -2.3% | 1.27% | -1.2% |
| Q2 2023 | $1,762 | +2.1% | 7,199 | -0.5% | 1.28% | -0.1% |
| Q1 2023 | $1,726 | -4.2% | 7,238 | -0.3% | 1.28% | -6.7% |
| Q4 2022 | $1,801 | -99.9% | 7,259 | -0.4% | 1.38% | +4.3% |
| Q3 2022 | $1,631,000 | -4.8% | 7,291 | +0.2% | 1.32% | +0.4% |
| Q2 2022 | $1,713,000 | -4.6% | 7,274 | +3.0% | 1.31% | +4.1% |
| Q1 2022 | $1,796,000 | -0.9% | 7,062 | +3.8% | 1.26% | +4.6% |
| Q4 2021 | $1,812,000 | +12.6% | 6,801 | +4.5% | 1.21% | +3.0% |
| Q3 2021 | $1,609,000 | +0.6% | 6,509 | +0.5% | 1.17% | +0.2% |
| Q2 2021 | $1,600,000 | +3.2% | 6,476 | -4.5% | 1.17% | -4.2% |
| Q1 2021 | $1,551,000 | +0.9% | 6,782 | -1.3% | 1.22% | -2.1% |
| Q4 2020 | $1,537,000 | +4.3% | 6,869 | -5.0% | 1.25% | -4.0% |
| Q3 2020 | $1,474,000 | +1.7% | 7,227 | -4.0% | 1.30% | -4.1% |
| Q2 2020 | $1,450,000 | -1.4% | 7,525 | -1.9% | 1.35% | -0.4% |
| Q4 2019 | $1,470,000 | +3.6% | 7,667 | -9.4% | 1.36% | -0.1% |
| Q3 2019 | $1,419,000 | -4.9% | 8,461 | -1.4% | 1.36% | -10.1% |
| Q2 2019 | $1,492,000 | +5.3% | 8,577 | +4.4% | 1.51% | -10.1% |
| Q1 2019 | $1,417,000 | +12.9% | 8,213 | +5.1% | 1.68% | +8.6% |
| Q4 2018 | $1,255,000 | -9.3% | 7,817 | +1.9% | 1.55% | +20.6% |
| Q3 2018 | $1,384,000 | +11.8% | 7,674 | -1.4% | 1.29% | +7.5% |
| Q2 2018 | $1,238,000 | -0.2% | 7,782 | -3.8% | 1.20% | -1.6% |
| Q1 2018 | $1,241,000 | – | 8,086 | – | 1.22% | – |
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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% |