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 | $259,416 | -15.0% | 1,103 | -11.5% | 0.03% | -12.8% |
| Q2 2023 | $305,165 | +2.7% | 1,246 | 0.0% | 0.04% | -4.9% |
| Q1 2023 | $297,237 | +26.4% | 1,246 | +31.4% | 0.04% | +7.9% |
| Q4 2022 | $235,092 | +17.0% | 948 | +5.7% | 0.04% | +2.7% |
| Q3 2022 | $201,000 | -29.0% | 897 | -25.4% | 0.04% | -27.5% |
| Q2 2022 | $283,000 | -7.2% | 1,203 | +0.2% | 0.05% | -5.6% |
| Q1 2022 | $305,000 | -0.7% | 1,201 | +4.3% | 0.05% | -8.5% |
| Q4 2021 | $307,000 | +8.1% | 1,151 | +0.3% | 0.06% | -10.6% |
| Q3 2021 | $284,000 | 0.0% | 1,148 | 0.0% | 0.07% | -4.3% |
| Q2 2021 | $284,000 | +8.4% | 1,148 | +0.3% | 0.07% | -9.2% |
| Q1 2021 | $262,000 | +2.3% | 1,145 | 0.0% | 0.08% | -13.6% |
| Q4 2020 | $256,000 | +26.1% | 1,145 | +15.2% | 0.09% | +6.0% |
| Q3 2020 | $203,000 | – | 994 | – | 0.08% | – |
Download | ||||||
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% |