VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 471 filers reported holding VANGUARD WORLD FDS in Q2 2019. The put-call ratio across all filers is 0.55 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $404,388 | -4.0% | 1,720 | 0.0% | 0.04% | +2.9% |
| Q2 2023 | $421,055 | -1.6% | 1,720 | -4.1% | 0.04% | -7.9% |
| Q1 2023 | $427,763 | +101265.6% | 1,794 | +5.3% | 0.04% | 0.0% |
| Q4 2022 | $422 | -99.9% | 1,703 | +0.1% | 0.04% | +5.6% |
| Q3 2022 | $381,000 | -5.0% | 1,702 | 0.0% | 0.04% | +2.9% |
| Q2 2022 | $401,000 | -7.4% | 1,702 | 0.0% | 0.04% | +9.4% |
| Q1 2022 | $433,000 | -4.4% | 1,702 | 0.0% | 0.03% | +3.2% |
| Q4 2021 | $453,000 | +7.6% | 1,702 | +0.1% | 0.03% | -3.1% |
| Q3 2021 | $421,000 | +0.2% | 1,701 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $420,000 | +17.0% | 1,701 | +8.3% | 0.03% | +10.3% |
| Q1 2021 | $359,000 | +2.3% | 1,570 | 0.0% | 0.03% | -6.5% |
| Q4 2020 | $351,000 | +55.3% | 1,570 | +16.7% | 0.03% | +24.0% |
| Q3 2019 | $226,000 | -3.4% | 1,345 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $234,000 | -0.8% | 1,345 | -12.1% | 0.02% | +4.2% |
| Q4 2017 | $236,000 | +1.3% | 1,530 | 0.0% | 0.02% | -4.0% |
| Q3 2017 | $233,000 | +3.6% | 1,530 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $225,000 | – | 1,530 | – | 0.02% | – |
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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% |