VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 698 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.88 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,291 | -2.1% | 5,493 | +1.9% | 0.06% | -1.6% |
| Q2 2023 | $1,319 | +2.6% | 5,389 | 0.0% | 0.06% | -4.5% |
| Q1 2023 | $1,285 | -4.6% | 5,389 | -0.7% | 0.07% | -9.6% |
| Q4 2022 | $1,347 | -99.9% | 5,429 | +0.6% | 0.07% | +9.0% |
| Q3 2022 | $1,208,000 | -5.0% | 5,398 | 0.0% | 0.07% | +1.5% |
| Q2 2022 | $1,271,000 | -8.0% | 5,398 | -0.6% | 0.07% | +6.5% |
| Q1 2022 | $1,381,000 | -6.1% | 5,428 | -1.7% | 0.06% | -6.1% |
| Q4 2021 | $1,471,000 | -0.2% | 5,523 | -7.4% | 0.07% | -2.9% |
| Q3 2021 | $1,474,000 | -5.7% | 5,963 | -5.7% | 0.07% | -1.4% |
| Q2 2021 | $1,563,000 | +18.1% | 6,323 | +9.3% | 0.07% | +11.3% |
| Q1 2021 | $1,323,000 | +2.2% | 5,783 | 0.0% | 0.06% | -3.1% |
| Q4 2020 | $1,294,000 | +16.8% | 5,783 | +6.4% | 0.06% | -15.8% |
| Q3 2020 | $1,108,000 | +7.6% | 5,433 | +1.6% | 0.08% | +28.8% |
| Q2 2020 | $1,030,000 | +17.3% | 5,348 | +1.1% | 0.06% | 0.0% |
| Q1 2020 | $878,000 | – | 5,288 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Morningstar Investment Management LLC | 340,321 | $80,009 | 11.96% |
| Pariax, LLC | 14,707 | $3,457,616 | 10.79% |
| Allied Investment Advisors, LLC | 124,596 | $29,292,520 | 8.76% |
| PGIM Custom Harvest LLC | 934,559 | $219,714,921 | 8.11% |
| Wealth Management Solutions, LLC | 47,169 | $11,089,475 | 7.60% |
| PARAGON FINANCIAL PARTNERS, INC. | 27,447 | $6,452,689 | 6.70% |
| Main Management ETF Advisors, LLC | 397,065 | $93,350 | 6.63% |
| Essex Private Wealth Management, LLC | 7,939 | $1,866,489 | 6.38% |
| ASSET PLANNING CORPORATION | 33,870 | $7,963,414 | 6.13% |
| Beacon Capital Management, Inc. | 665,273 | $156,405,682 | 5.80% |