VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 385 filers reported holding VANGUARD WORLD FDS in Q4 2017. The put-call ratio across all filers is 0.40 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,053,726 | -3.8% | 25,750 | +0.2% | 1.14% | -2.1% |
| Q2 2023 | $6,290,057 | +5.2% | 25,693 | +2.5% | 1.17% | -3.8% |
| Q1 2023 | $5,978,092 | -6.6% | 25,070 | -2.9% | 1.21% | -13.5% |
| Q4 2022 | $6,403,802 | +22.8% | 25,817 | +10.7% | 1.40% | +16.1% |
| Q3 2022 | $5,215,000 | -3.3% | 23,313 | +1.8% | 1.21% | +2.8% |
| Q2 2022 | $5,395,000 | -28.3% | 22,909 | -22.6% | 1.18% | -16.6% |
| Q1 2022 | $7,525,000 | -3.8% | 29,583 | +0.8% | 1.41% | -0.8% |
| Q4 2021 | $7,823,000 | +11.4% | 29,362 | +3.4% | 1.42% | +4.5% |
| Q3 2021 | $7,021,000 | -2.7% | 28,409 | -2.7% | 1.36% | -1.7% |
| Q2 2021 | $7,213,000 | +11.0% | 29,189 | +2.7% | 1.38% | +2.8% |
| Q1 2021 | $6,499,000 | +6.0% | 28,409 | +3.6% | 1.35% | -1.5% |
| Q4 2020 | $6,133,000 | +10.7% | 27,412 | +1.0% | 1.37% | -2.6% |
| Q3 2020 | $5,539,000 | +8.0% | 27,151 | +2.0% | 1.40% | -1.3% |
| Q2 2020 | $5,127,000 | +14.0% | 26,615 | -1.7% | 1.42% | -3.1% |
| Q1 2020 | $4,496,000 | -6.2% | 27,069 | +8.3% | 1.47% | +18.9% |
| Q4 2019 | $4,793,000 | +22.8% | 24,995 | +7.4% | 1.23% | +19.9% |
| Q3 2019 | $3,902,000 | -0.6% | 23,268 | +3.1% | 1.03% | -2.6% |
| Q2 2019 | $3,926,000 | +11.8% | 22,569 | +10.8% | 1.06% | +7.1% |
| Q1 2019 | $3,512,000 | +24.6% | 20,362 | +16.0% | 0.98% | +7.7% |
| Q4 2018 | $2,819,000 | +4.3% | 17,556 | +17.2% | 0.92% | +16.7% |
| Q3 2018 | $2,703,000 | +26.6% | 14,983 | +11.7% | 0.78% | +23.5% |
| Q2 2018 | $2,135,000 | +8.5% | 13,416 | +4.7% | 0.64% | +2.8% |
| Q1 2018 | $1,968,000 | +22.3% | 12,819 | +22.8% | 0.62% | +21.9% |
| Q4 2017 | $1,609,000 | +155.8% | 10,440 | +152.6% | 0.51% | +143.8% |
| Q3 2017 | $629,000 | +93.5% | 4,133 | +87.3% | 0.21% | +90.8% |
| Q2 2017 | $325,000 | +127.3% | 2,207 | +113.0% | 0.11% | +109.6% |
| Q1 2017 | $143,000 | – | 1,036 | – | 0.05% | – |
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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% |