VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 472 filers reported holding VANGUARD WORLD FDS in Q4 2018. The put-call ratio across all filers is 3.13 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $28,831 | -31.5% | 115 | -35.8% | 0.00% | -50.0% |
| Q3 2023 | $42,083 | -4.0% | 179 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $43,823 | -21.5% | 179 | -23.5% | 0.00% | -20.0% |
| Q1 2023 | $55,800 | -3.9% | 234 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $58,044 | +11.6% | 234 | 0.0% | 0.01% | -28.6% |
| Q3 2022 | $52,000 | -5.5% | 234 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $55,000 | -15.4% | 234 | -7.9% | 0.01% | 0.0% |
| Q1 2022 | $65,000 | +22.6% | 254 | +27.6% | 0.01% | +40.0% |
| Q4 2021 | $53,000 | +8.2% | 199 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $49,000 | +4.3% | 199 | +3.6% | 0.01% | 0.0% |
| Q2 2021 | $47,000 | +6.8% | 192 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $44,000 | +2.3% | 192 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $43,000 | +10.3% | 192 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $39,000 | +5.4% | 192 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $37,000 | +15.6% | 192 | 0.0% | 0.01% | -16.7% |
| Q1 2020 | $32,000 | -13.5% | 192 | 0.0% | 0.01% | +20.0% |
| Q4 2019 | $37,000 | +15.6% | 192 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $32,000 | -3.0% | 192 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $33,000 | -5.7% | 192 | -5.0% | 0.01% | 0.0% |
| Q1 2019 | $35,000 | +9.4% | 202 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $32,000 | -11.1% | 202 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $36,000 | +12.5% | 202 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $32,000 | +3.2% | 202 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $31,000 | -20.5% | 202 | -19.8% | 0.01% | -16.7% |
| Q4 2017 | $39,000 | +2.6% | 252 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $38,000 | +2.7% | 252 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $37,000 | +5.7% | 252 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $35,000 | +9.4% | 252 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $32,000 | -3.0% | 252 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $33,000 | 0.0% | 252 | 0.0% | 0.01% | -14.3% |
| Q2 2016 | $33,000 | +6.5% | 252 | 0.0% | 0.01% | +16.7% |
| Q1 2016 | $31,000 | – | 252 | – | 0.01% | – |
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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% |