VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 826 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.39 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $249,558 | -37.1% | 1,061 | -34.5% | 0.00% | – |
| Q2 2023 | $396,807 | +5.5% | 1,620 | +2.7% | 0.00% | – |
| Q1 2023 | $376,104 | +62584.0% | 1,577 | -34.8% | 0.00% | – |
| Q4 2022 | $600 | -99.7% | 2,419 | +135.5% | 0.00% | – |
| Q3 2022 | $230,000 | -14.8% | 1,027 | -10.5% | 0.00% | – |
| Q2 2022 | $270,000 | -12.6% | 1,147 | -5.6% | 0.00% | – |
| Q1 2022 | $309,000 | -37.8% | 1,215 | -34.9% | 0.00% | – |
| Q4 2021 | $497,000 | +122.9% | 1,867 | +106.8% | 0.00% | – |
| Q3 2021 | $223,000 | -14.2% | 903 | -14.1% | 0.00% | – |
| Q2 2021 | $260,000 | +8.8% | 1,051 | +0.7% | 0.00% | – |
| Q1 2021 | $239,000 | -16.7% | 1,044 | -18.7% | 0.00% | – |
| Q4 2020 | $287,000 | +27.0% | 1,284 | +16.2% | 0.00% | – |
| Q3 2020 | $226,000 | -17.8% | 1,105 | -23.0% | 0.00% | – |
| Q4 2019 | $275,000 | +34.8% | 1,435 | +18.1% | 0.00% | – |
| Q3 2019 | $204,000 | -28.9% | 1,215 | -26.3% | 0.00% | – |
| Q2 2019 | $287,000 | +7.9% | 1,648 | +6.9% | 0.00% | – |
| Q1 2019 | $266,000 | 0.0% | 1,541 | +4.5% | 0.00% | – |
| Q3 2018 | $266,000 | +2.7% | 1,475 | -9.2% | 0.00% | – |
| Q2 2018 | $259,000 | +29.5% | 1,625 | +23.5% | 0.00% | – |
| Q3 2017 | $200,000 | -40.7% | 1,316 | -46.1% | 0.00% | -100.0% |
| Q1 2017 | $337,000 | +40.4% | 2,442 | +35.1% | 0.00% | – |
| Q4 2015 | $240,000 | -21.6% | 1,808 | -40.3% | 0.00% | -100.0% |
| Q4 2013 | $306,000 | – | 3,028 | – | 0.00% | – |
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% |