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 | $1,145,407 | -4.0% | 4,872 | 0.0% | 0.00% | +100.0% |
| Q2 2023 | $1,192,763 | +2.7% | 4,872 | 0.0% | 0.00% | -50.0% |
| Q1 2023 | $1,161,777 | -3.9% | 4,872 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $1,208,499 | +20.8% | 4,872 | +8.9% | 0.00% | 0.0% |
| Q3 2022 | $1,000,000 | +31.4% | 4,472 | +38.4% | 0.00% | +100.0% |
| Q2 2022 | $761,000 | +60.9% | 3,232 | +71.7% | 0.00% | 0.0% |
| Q1 2022 | $473,000 | -76.4% | 1,882 | +34.4% | 0.00% | -75.0% |
| Q4 2021 | $2,002,000 | +7.3% | 1,400 | 0.0% | 0.00% | +33.3% |
| Q3 2021 | $1,865,000 | -1.6% | 1,400 | 0.0% | 0.00% | -25.0% |
| Q2 2021 | $1,895,000 | +11.2% | 1,400 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $1,704,000 | -6.2% | 1,400 | -34.9% | 0.00% | 0.0% |
| Q4 2020 | $1,816,000 | +27.2% | 2,150 | +53.6% | 0.00% | 0.0% |
| Q3 2020 | $1,428,000 | +7.9% | 1,400 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $1,323,000 | +17.7% | 1,400 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $1,124,000 | -19.5% | 1,400 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $1,396,000 | +105.3% | 1,400 | +75.0% | 0.00% | +100.0% |
| Q3 2019 | $680,000 | -4.8% | 800 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $714,000 | +97.2% | 800 | +90.5% | 0.00% | +100.0% |
| Q1 2019 | $362,000 | -99.8% | 420 | -100.0% | 0.00% | -99.8% |
| Q2 2015 | $159,565,000 | +3191200.0% | 1,140,020 | +2849950.0% | 0.54% | – |
| Q4 2014 | $5,000 | -100.0% | 40 | -100.0% | 0.00% | -100.0% |
| Q3 2014 | $106,324,000 | +14.3% | 908,880 | +9.1% | 0.35% | +18.4% |
| Q2 2014 | $92,999,000 | -10.2% | 833,160 | -15.2% | 0.29% | -17.7% |
| Q1 2014 | $103,589,000 | – | 982,950 | – | 0.36% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Morningstar Investment Management LLC | 340,321 | $80,009 | 11.96% |
| Pariax, LLC | 14,707 | $3,457,616 | 10.79% |
| Allied Investment Advisors, LLC | 124,596 | $29,292,520 | 8.76% |
| PGIM Custom Harvest LLC | 934,559 | $219,714,921 | 8.11% |
| Wealth Management Solutions, LLC | 47,169 | $11,089,475 | 7.60% |
| PARAGON FINANCIAL PARTNERS, INC. | 27,447 | $6,452,689 | 6.70% |
| Main Management ETF Advisors, LLC | 397,065 | $93,350 | 6.63% |
| Essex Private Wealth Management, LLC | 7,939 | $1,866,489 | 6.38% |
| ASSET PLANNING CORPORATION | 33,870 | $7,963,414 | 6.13% |
| Beacon Capital Management, Inc. | 665,273 | $156,405,682 | 5.80% |