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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $517,458 | -4.0% | 2,170 | -0.1% | 0.35% | -8.9% |
| Q4 2022 | $539,013 | +11.1% | 2,173 | +0.2% | 0.38% | +11.4% |
| Q3 2022 | $485,000 | -4.7% | 2,168 | +0.2% | 0.34% | +1.5% |
| Q2 2022 | $509,000 | -3.6% | 2,163 | +4.2% | 0.34% | +16.3% |
| Q1 2022 | $528,000 | +1.9% | 2,075 | +6.7% | 0.29% | +4.7% |
| Q4 2021 | $518,000 | +7.7% | 1,945 | 0.0% | 0.28% | 0.0% |
| Q3 2021 | $481,000 | +22.7% | 1,945 | +1.1% | 0.28% | -15.6% |
| Q3 2020 | $392,000 | +8.0% | 1,923 | +2.1% | 0.33% | 0.0% |
| Q2 2020 | $363,000 | +16.0% | 1,883 | 0.0% | 0.33% | -8.9% |
| Q1 2020 | $313,000 | -12.3% | 1,883 | +1.1% | 0.36% | +14.0% |
| Q4 2019 | $357,000 | +14.4% | 1,863 | 0.0% | 0.32% | +7.1% |
| Q3 2019 | $312,000 | -2.8% | 1,863 | +1.1% | 0.29% | -4.2% |
| Q2 2019 | $321,000 | +3.2% | 1,843 | +1.3% | 0.31% | -4.1% |
| Q2 2018 | $311,000 | +12.7% | 1,820 | +1.1% | 0.32% | -12.1% |
| Q1 2018 | $276,000 | – | 1,800 | – | 0.36% | – |
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% |