VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 608 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 0.48 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $38,026,041 | +1.1% | 161,744 | +5.3% | 0.03% | +3.2% |
Q2 2023 | $37,611,864 | +0.5% | 153,631 | -2.2% | 0.03% | -6.1% |
Q1 2023 | $37,442,021 | +1.3% | 157,016 | +5.4% | 0.03% | -2.9% |
Q4 2022 | $36,965,799 | +5.7% | 149,027 | -4.7% | 0.03% | -2.9% |
Q3 2022 | $34,976,000 | -5.9% | 156,346 | -0.9% | 0.04% | -2.8% |
Q2 2022 | $37,155,000 | -9.6% | 157,765 | -2.3% | 0.04% | +2.9% |
Q1 2022 | $41,088,000 | -12.5% | 161,515 | -8.4% | 0.04% | -7.9% |
Q4 2021 | $46,958,000 | +11.2% | 176,251 | +3.2% | 0.04% | 0.0% |
Q3 2021 | $42,212,000 | +1.6% | 170,773 | +1.6% | 0.04% | 0.0% |
Q2 2021 | $41,530,000 | +5.9% | 168,035 | -2.0% | 0.04% | -5.0% |
Q1 2021 | $39,234,000 | +34.1% | 171,507 | +31.2% | 0.04% | +25.0% |
Q4 2020 | $29,249,000 | +34.8% | 130,733 | +22.9% | 0.03% | +18.5% |
Q3 2020 | $21,699,000 | +1.9% | 106,363 | -3.7% | 0.03% | -6.9% |
Q2 2020 | $21,289,000 | +19.3% | 110,506 | +2.9% | 0.03% | +3.6% |
Q1 2020 | $17,843,000 | -23.6% | 107,430 | -11.8% | 0.03% | -6.7% |
Q4 2019 | $23,353,000 | +21.3% | 121,797 | +6.1% | 0.03% | +11.1% |
Q3 2019 | $19,245,000 | +4.4% | 114,772 | +8.3% | 0.03% | 0.0% |
Q2 2019 | $18,431,000 | +5.7% | 105,966 | +4.8% | 0.03% | +3.8% |
Q1 2019 | $17,442,000 | +9.8% | 101,119 | +2.3% | 0.03% | -7.1% |
Q4 2018 | $15,882,000 | -15.3% | 98,890 | -4.8% | 0.03% | -3.4% |
Q3 2018 | $18,741,000 | +41.2% | 103,879 | +24.5% | 0.03% | +31.8% |
Q2 2018 | $13,274,000 | -14.6% | 83,411 | -17.6% | 0.02% | -21.4% |
Q1 2018 | $15,542,000 | -2.8% | 101,232 | -2.4% | 0.03% | -3.4% |
Q4 2017 | $15,991,000 | -10.2% | 103,744 | -11.3% | 0.03% | -19.4% |
Q3 2017 | $17,801,000 | +5.6% | 116,895 | +2.2% | 0.04% | 0.0% |
Q2 2017 | $16,863,000 | +28.7% | 114,424 | +20.3% | 0.04% | +20.0% |
Q1 2017 | $13,105,000 | +53.3% | 95,088 | +41.0% | 0.03% | +36.4% |
Q4 2016 | $8,551,000 | +64.2% | 67,454 | +72.2% | 0.02% | +57.1% |
Q3 2016 | $5,207,000 | +22.9% | 39,182 | +20.7% | 0.01% | +7.7% |
Q2 2016 | $4,236,000 | +43.5% | 32,462 | +35.6% | 0.01% | +30.0% |
Q1 2016 | $2,952,000 | +22.0% | 23,943 | +31.5% | 0.01% | +11.1% |
Q4 2015 | $2,419,000 | -29.3% | 18,204 | -34.8% | 0.01% | -35.7% |
Q3 2015 | $3,420,000 | -44.6% | 27,905 | -36.7% | 0.01% | -41.7% |
Q2 2015 | $6,168,000 | -8.9% | 44,075 | -11.8% | 0.02% | -20.0% |
Q1 2015 | $6,769,000 | +0.1% | 49,950 | -7.2% | 0.03% | -9.1% |
Q4 2014 | $6,762,000 | +89.7% | 53,848 | +76.8% | 0.03% | +65.0% |
Q3 2014 | $3,564,000 | +3.4% | 30,462 | -1.4% | 0.02% | -4.8% |
Q2 2014 | $3,448,000 | -1.8% | 30,886 | -5.9% | 0.02% | -12.5% |
Q1 2014 | $3,512,000 | +15.0% | 32,839 | +8.7% | 0.02% | +4.3% |
Q4 2013 | $3,054,000 | -8.4% | 30,206 | -15.6% | 0.02% | -20.7% |
Q3 2013 | $3,333,000 | +7.8% | 35,785 | -0.0% | 0.03% | 0.0% |
Q2 2013 | $3,093,000 | – | 35,797 | – | 0.03% | – |
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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% |