VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 570 filers reported holding VANGUARD WORLD FDS in Q4 2019. The put-call ratio across all filers is 0.67 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $198,702 | -1.7% | 747 | 0.0% | 0.02% | -8.7% |
| Q1 2024 | $202,078 | +1.3% | 747 | -6.2% | 0.02% | -4.2% |
| Q4 2023 | $199,557 | +13.6% | 796 | +6.6% | 0.02% | -14.3% |
| Q3 2023 | $175,620 | -15.3% | 747 | -11.8% | 0.03% | -12.5% |
| Q2 2023 | $207,363 | +2.7% | 847 | 0.0% | 0.03% | -3.0% |
| Q1 2023 | $201,976 | +96079.0% | 847 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $210 | -99.9% | 847 | 0.0% | 0.03% | +3.1% |
| Q3 2022 | $189,000 | -5.5% | 847 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $200,000 | -7.0% | 847 | 0.0% | 0.03% | +6.7% |
| Q1 2022 | $215,000 | +47.3% | 847 | +54.8% | 0.03% | +15.4% |
| Q4 2021 | $146,000 | +8.1% | 547 | 0.0% | 0.03% | +4.0% |
| Q3 2021 | $135,000 | +8.0% | 547 | 0.0% | 0.02% | +19.0% |
| Q1 2021 | $125,000 | +2.5% | 547 | 0.0% | 0.02% | -4.5% |
| Q4 2020 | $122,000 | +8.9% | 547 | -0.2% | 0.02% | 0.0% |
| Q3 2020 | $112,000 | +5.7% | 548 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $106,000 | +16.5% | 548 | 0.0% | 0.02% | +4.8% |
| Q1 2020 | $91,000 | -5.2% | 548 | +9.6% | 0.02% | +16.7% |
| Q4 2019 | $96,000 | +464.7% | 500 | +265.0% | 0.02% | +800.0% |
| Q1 2017 | $17,000 | 0.0% | 137 | 0.0% | 0.00% | -60.0% |
| Q1 2016 | $17,000 | – | 137 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pariax, LLC | 18,636 | $4,443,941 | 13.52% |
| PGIM Custom Harvest LLC | 931,201 | $222,054,294 | 9.21% |
| AMI INVESTMENT MANAGEMENT INC | 79,910 | $19,055,338 | 8.89% |
| Allied Investment Advisors, LLC | 117,886 | $28,111,096 | 8.71% |
| EXECUTIVE WEALTH GROUP LLC | 50,777 | $12,108,312 | 8.57% |
| BCM ADVISORS, LLC | 107,056 | $26,473,878 | 7.16% |
| Morningstar Investment Management LLC | 199,110 | $47,480 | 7.06% |
| Essex Private Wealth Management, LLC | 7,902 | $1,884,250 | 6.84% |
| PARAGON FINANCIAL PARTNERS, INC. | 27,101 | $6,462,422 | 6.77% |
| Wealth Management Solutions, LLC | 48,001 | $11,446,226 | 6.59% |