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 | $253,908 | +94641.8% | 1,080 | -1.1% | 0.01% | 0.0% |
| Q2 2023 | $268 | -26.8% | 1,092 | -29.0% | 0.01% | -31.2% |
| Q1 2023 | $366 | +6.1% | 1,538 | +10.4% | 0.02% | +6.7% |
| Q4 2022 | $345 | -99.8% | 1,393 | +35.1% | 0.02% | -6.2% |
| Q3 2022 | $230,000 | -38.2% | 1,031 | -34.7% | 0.02% | 0.0% |
| Q2 2022 | $372,000 | -7.0% | 1,578 | +0.3% | 0.02% | +6.7% |
| Q1 2022 | $400,000 | -6.1% | 1,573 | -1.7% | 0.02% | 0.0% |
| Q4 2021 | $426,000 | +10.1% | 1,600 | +2.4% | 0.02% | 0.0% |
| Q3 2021 | $387,000 | -10.2% | 1,563 | -10.4% | 0.02% | -6.2% |
| Q2 2021 | $431,000 | +8.8% | 1,744 | +0.8% | 0.02% | 0.0% |
| Q1 2021 | $396,000 | +20.0% | 1,731 | +6.8% | 0.02% | +6.7% |
| Q3 2020 | $330,000 | +4.8% | 1,621 | -0.7% | 0.02% | -6.2% |
| Q2 2020 | $315,000 | +7.5% | 1,633 | -7.5% | 0.02% | -5.9% |
| Q1 2020 | $293,000 | -14.1% | 1,766 | -0.8% | 0.02% | +6.2% |
| Q4 2019 | $341,000 | +25.8% | 1,780 | +9.9% | 0.02% | +23.1% |
| Q3 2019 | $271,000 | +13.4% | 1,620 | +18.3% | 0.01% | +8.3% |
| Q2 2019 | $239,000 | +3.5% | 1,369 | +2.2% | 0.01% | 0.0% |
| Q1 2019 | $231,000 | – | 1,340 | – | 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% |