VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 402 filers reported holding VANGUARD WORLD FDS in Q1 2018. The put-call ratio across all filers is 1.28 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $608,676 | +1.4% | 2,589 | +5.5% | 0.00% | 0.0% |
| Q2 2023 | $600,544 | -5.1% | 2,453 | -7.6% | 0.00% | 0.0% |
| Q1 2023 | $632,872 | -14.6% | 2,654 | -11.2% | 0.00% | -25.0% |
| Q4 2022 | $741,421 | +80.4% | 2,989 | +62.7% | 0.00% | +100.0% |
| Q3 2022 | $411,000 | +2.0% | 1,837 | +7.2% | 0.00% | 0.0% |
| Q2 2022 | $403,000 | -7.6% | 1,713 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $436,000 | -13.0% | 1,713 | -8.9% | 0.00% | 0.0% |
| Q4 2021 | $501,000 | +86.9% | 1,881 | +73.2% | 0.00% | +100.0% |
| Q3 2021 | $268,000 | +2.3% | 1,086 | +2.5% | 0.00% | 0.0% |
| Q2 2021 | $262,000 | -47.2% | 1,059 | -51.2% | 0.00% | 0.0% |
| Q1 2021 | $496,000 | +75.3% | 2,172 | +71.7% | 0.00% | 0.0% |
| Q4 2020 | $283,000 | +9.3% | 1,265 | -0.5% | 0.00% | 0.0% |
| Q3 2020 | $259,000 | +5.7% | 1,271 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $245,000 | +20.7% | 1,271 | +4.2% | 0.00% | 0.0% |
| Q1 2020 | $203,000 | -86.3% | 1,220 | -84.2% | 0.00% | -87.5% |
| Q4 2019 | $1,482,000 | +14.1% | 7,730 | -0.2% | 0.01% | +14.3% |
| Q3 2019 | $1,299,000 | -9.0% | 7,748 | -5.6% | 0.01% | -12.5% |
| Q2 2019 | $1,427,000 | -0.2% | 8,205 | -1.0% | 0.01% | -11.1% |
| Q1 2019 | $1,430,000 | +4.8% | 8,291 | -2.4% | 0.01% | 0.0% |
| Q4 2018 | $1,364,000 | -12.6% | 8,491 | -1.8% | 0.01% | 0.0% |
| Q3 2018 | $1,560,000 | +11.0% | 8,649 | -2.0% | 0.01% | +12.5% |
| Q2 2018 | $1,405,000 | +5.6% | 8,828 | +1.8% | 0.01% | 0.0% |
| Q1 2018 | $1,331,000 | -0.4% | 8,671 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $1,337,000 | +13.0% | 8,671 | +11.6% | 0.01% | +14.3% |
| Q3 2017 | $1,183,000 | -3.3% | 7,770 | -6.4% | 0.01% | 0.0% |
| Q2 2017 | $1,224,000 | -12.8% | 8,305 | -18.5% | 0.01% | -12.5% |
| Q1 2017 | $1,404,000 | -2.7% | 10,186 | -10.5% | 0.01% | -11.1% |
| Q4 2016 | $1,443,000 | -4.8% | 11,381 | -0.2% | 0.01% | -10.0% |
| Q3 2016 | $1,516,000 | – | 11,407 | – | 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% |