VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 260 filers reported holding VANGUARD WORLD FDS in Q3 2016. The put-call ratio across all filers is 0.51 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $1,273,000 | -47.8% | 5,150 | -56.9% | 0.00% | -75.0% |
| Q3 2020 | $2,439,000 | -23.7% | 11,955 | -27.9% | 0.00% | -33.3% |
| Q2 2020 | $3,195,000 | -21.7% | 16,585 | -32.5% | 0.01% | -33.3% |
| Q1 2020 | $4,082,000 | +27.9% | 24,580 | +47.7% | 0.01% | +50.0% |
| Q4 2019 | $3,191,000 | -25.4% | 16,640 | -34.8% | 0.01% | +20.0% |
| Q3 2019 | $4,280,000 | +247.4% | 25,530 | +260.3% | 0.01% | +66.7% |
| Q2 2019 | $1,232,000 | -57.4% | 7,085 | -57.8% | 0.00% | -50.0% |
| Q1 2019 | $2,892,000 | +7.4% | 16,770 | 0.0% | 0.01% | -14.3% |
| Q4 2018 | $2,693,000 | -57.9% | 16,770 | -52.7% | 0.01% | -50.0% |
| Q3 2018 | $6,396,000 | +112.7% | 35,455 | +91.5% | 0.01% | +100.0% |
| Q2 2018 | $3,007,000 | -21.9% | 18,510 | -25.9% | 0.01% | -30.0% |
| Q4 2017 | $3,849,000 | -44.1% | 24,970 | -44.8% | 0.01% | -47.4% |
| Q3 2017 | $6,887,000 | -55.8% | 45,215 | -61.4% | 0.02% | -67.8% |
| Q3 2016 | $15,578,000 | – | 117,120 | – | 0.06% | – |
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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% |