VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 722 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,848,100 | -54.8% | 37,619 | -53.0% | 3.98% | -54.3% |
| Q2 2023 | $19,593,434 | +2.8% | 80,032 | +0.2% | 8.70% | -2.2% |
| Q1 2023 | $19,055,338 | +90.6% | 79,910 | +98.3% | 8.89% | +76.4% |
| Q4 2022 | $9,997,407 | +11.9% | 40,304 | +0.9% | 5.04% | -0.2% |
| Q3 2022 | $8,934,000 | -6.7% | 39,938 | -1.8% | 5.05% | +4.5% |
| Q2 2022 | $9,578,000 | -5.5% | 40,670 | +2.1% | 4.83% | +8.6% |
| Q1 2022 | $10,138,000 | +22.1% | 39,853 | +27.8% | 4.45% | +32.9% |
| Q4 2021 | $8,305,000 | +13.9% | 31,173 | +5.6% | 3.35% | +9.7% |
| Q3 2021 | $7,293,000 | -0.1% | 29,509 | -0.1% | 3.05% | +5.6% |
| Q2 2021 | $7,300,000 | +8.8% | 29,541 | +0.7% | 2.89% | +2.7% |
| Q1 2021 | $6,709,000 | +41.8% | 29,331 | +38.7% | 2.82% | +34.8% |
| Q4 2020 | $4,731,000 | +33.1% | 21,146 | +21.3% | 2.09% | +16.2% |
| Q3 2020 | $3,555,000 | +6.7% | 17,426 | +0.8% | 1.80% | +1.3% |
| Q2 2020 | $3,332,000 | – | 17,296 | – | 1.77% | – |
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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% |