VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 731 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 2021 | $877,000 | -1.3% | 3,548 | -1.4% | 0.00% | 0.0% |
| Q2 2021 | $889,000 | +24.2% | 3,598 | +14.9% | 0.00% | 0.0% |
| Q1 2021 | $716,000 | +4.1% | 3,131 | +1.9% | 0.00% | 0.0% |
| Q4 2020 | $688,000 | +16.0% | 3,073 | +5.7% | 0.00% | – |
| Q3 2020 | $593,000 | -7.5% | 2,908 | -12.5% | 0.00% | -100.0% |
| Q2 2020 | $641,000 | +15.7% | 3,325 | -0.4% | 0.00% | 0.0% |
| Q1 2020 | $554,000 | -14.2% | 3,338 | -0.9% | 0.00% | 0.0% |
| Q4 2019 | $646,000 | +12.5% | 3,367 | -1.6% | 0.00% | 0.0% |
| Q3 2019 | $574,000 | 0.0% | 3,423 | +3.8% | 0.00% | 0.0% |
| Q2 2019 | $574,000 | +7.7% | 3,298 | +6.8% | 0.00% | – |
| Q1 2019 | $533,000 | +17.7% | 3,089 | +9.5% | 0.00% | – |
| Q4 2018 | $453,000 | – | 2,820 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pariax, LLC | 18,636 | $4,443,941 | 13.52% |
| PGIM Custom Harvest LLC | 931,201 | $222,054,294 | 9.21% |
| AMI INVESTMENT MANAGEMENT INC | 79,910 | $19,055,338 | 8.89% |
| Allied Investment Advisors, LLC | 117,886 | $28,111,096 | 8.71% |
| EXECUTIVE WEALTH GROUP LLC | 50,777 | $12,108,312 | 8.57% |
| BCM ADVISORS, LLC | 107,056 | $26,473,878 | 7.16% |
| Morningstar Investment Management LLC | 199,110 | $47,480 | 7.06% |
| Essex Private Wealth Management, LLC | 7,902 | $1,884,250 | 6.84% |
| PARAGON FINANCIAL PARTNERS, INC. | 27,101 | $6,462,422 | 6.77% |
| Wealth Management Solutions, LLC | 48,001 | $11,446,226 | 6.59% |