VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 698 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.88 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $488,538 | -4.0% | 2,078 | 0.0% | 0.15% | +4.2% |
| Q2 2023 | $508,736 | +2.7% | 2,078 | 0.0% | 0.14% | -10.6% |
| Q1 2023 | $495,520 | -3.9% | 2,078 | 0.0% | 0.16% | -9.0% |
| Q4 2022 | $515,448 | +10.8% | 2,078 | 0.0% | 0.18% | +33.1% |
| Q3 2022 | $465,000 | -4.9% | 2,078 | 0.0% | 0.13% | +4.7% |
| Q2 2022 | $489,000 | -18.0% | 2,078 | -11.2% | 0.13% | -0.8% |
| Q1 2022 | $596,000 | +7.6% | 2,341 | +12.7% | 0.13% | +4.9% |
| Q4 2021 | $554,000 | +7.8% | 2,078 | 0.0% | 0.12% | -8.3% |
| Q3 2021 | $514,000 | 0.0% | 2,078 | 0.0% | 0.13% | -1.5% |
| Q2 2021 | $514,000 | +8.2% | 2,078 | 0.0% | 0.14% | +3.1% |
| Q1 2021 | $475,000 | +2.2% | 2,078 | 0.0% | 0.13% | -8.4% |
| Q4 2020 | $465,000 | +9.7% | 2,078 | 0.0% | 0.14% | -2.7% |
| Q3 2020 | $424,000 | +6.0% | 2,078 | 0.0% | 0.15% | -2.6% |
| Q2 2020 | $400,000 | +15.9% | 2,078 | 0.0% | 0.15% | -3.2% |
| Q1 2020 | $345,000 | -13.3% | 2,078 | 0.0% | 0.16% | +6.1% |
| Q4 2019 | $398,000 | -19.9% | 2,078 | -29.8% | 0.15% | -26.1% |
| Q3 2019 | $497,000 | -3.5% | 2,962 | 0.0% | 0.20% | -7.4% |
| Q2 2019 | $515,000 | +11.5% | 2,962 | +10.6% | 0.22% | +12.6% |
| Q1 2019 | $462,000 | +7.4% | 2,677 | 0.0% | 0.19% | -7.7% |
| Q4 2018 | $430,000 | – | 2,677 | – | 0.21% | – |
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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% |