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 | $2,072,660 | -31.5% | 8,817 | -28.7% | 0.01% | -37.5% |
| Q2 2023 | $3,025,507 | +21.1% | 12,360 | +18.0% | 0.01% | +14.3% |
| Q1 2023 | $2,497,910 | -9.2% | 10,475 | -5.4% | 0.01% | 0.0% |
| Q4 2022 | $2,750,114 | -2.5% | 11,075 | -12.2% | 0.01% | -22.2% |
| Q3 2022 | $2,821,000 | +24.2% | 12,620 | +31.0% | 0.01% | +80.0% |
| Q2 2022 | $2,272,000 | -20.2% | 9,635 | -13.9% | 0.01% | 0.0% |
| Q1 2022 | $2,847,000 | +70.7% | 11,190 | +78.6% | 0.01% | +150.0% |
| Q4 2021 | $1,668,000 | +28.9% | 6,265 | +19.6% | 0.00% | 0.0% |
| Q3 2021 | $1,294,000 | – | 5,240 | – | 0.00% | – |
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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% |