VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 762 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $238,156 | -4.0% | 1,013 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $248,003 | +2.7% | 1,013 | 0.0% | 0.02% | -25.9% |
| Q1 2023 | $241,560 | -3.9% | 1,013 | 0.0% | 0.03% | -6.9% |
| Q4 2022 | $251,275 | +10.7% | 1,013 | 0.0% | 0.03% | +3.6% |
| Q3 2022 | $227,000 | -5.0% | 1,013 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $239,000 | -7.4% | 1,013 | 0.0% | 0.03% | +7.7% |
| Q1 2022 | $258,000 | -20.1% | 1,013 | -16.5% | 0.03% | -13.3% |
| Q4 2021 | $323,000 | +7.7% | 1,213 | 0.0% | 0.03% | +3.4% |
| Q3 2021 | $300,000 | 0.0% | 1,213 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $300,000 | -4.5% | 1,213 | -11.7% | 0.03% | -9.4% |
| Q1 2021 | $314,000 | +2.3% | 1,373 | 0.0% | 0.03% | -3.0% |
| Q4 2020 | $307,000 | +4.8% | 1,373 | 0.0% | 0.03% | -5.7% |
| Q3 2020 | $293,000 | +8.9% | 1,373 | 0.0% | 0.04% | 0.0% |
| Q2 2020 | $269,000 | +7.2% | 1,373 | 0.0% | 0.04% | -5.4% |
| Q1 2020 | $251,000 | -4.9% | 1,373 | +0.7% | 0.04% | +19.4% |
| Q4 2019 | $264,000 | +17.3% | 1,363 | 0.0% | 0.03% | +6.9% |
| Q3 2019 | $225,000 | -5.1% | 1,363 | 0.0% | 0.03% | -3.3% |
| Q2 2019 | $237,000 | -12.2% | 1,363 | -12.8% | 0.03% | -14.3% |
| Q1 2019 | $270,000 | +4.2% | 1,563 | -3.1% | 0.04% | -7.9% |
| Q4 2018 | $259,000 | -11.0% | 1,613 | 0.0% | 0.04% | +5.6% |
| Q3 2018 | $291,000 | +13.2% | 1,613 | 0.0% | 0.04% | +9.1% |
| Q2 2018 | $257,000 | +1.2% | 1,613 | -2.4% | 0.03% | 0.0% |
| Q1 2018 | $254,000 | -0.4% | 1,653 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $255,000 | +1.2% | 1,653 | 0.0% | 0.03% | -5.7% |
| Q3 2017 | $252,000 | – | 1,653 | – | 0.04% | – |
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% |