VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 158 filers reported holding VANGUARD WORLD FDS in Q2 2014. The put-call ratio across all filers is 0.29 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,069,722 | -4.4% | 8,804 | -0.4% | 0.18% | -0.6% |
| Q2 2023 | $2,164,486 | +2.7% | 8,841 | +0.1% | 0.18% | +1.1% |
| Q1 2023 | $2,107,064 | -5.2% | 8,836 | -1.4% | 0.17% | -11.7% |
| Q4 2022 | $2,222,941 | +7.5% | 8,962 | -3.0% | 0.20% | -3.0% |
| Q3 2022 | $2,067,000 | -10.2% | 9,238 | -5.5% | 0.20% | -2.9% |
| Q2 2022 | $2,303,000 | -4.9% | 9,778 | +2.7% | 0.21% | +10.6% |
| Q1 2022 | $2,421,000 | -4.6% | 9,517 | -0.1% | 0.19% | +6.2% |
| Q4 2021 | $2,538,000 | +8.4% | 9,525 | +0.6% | 0.18% | -6.3% |
| Q3 2021 | $2,341,000 | +2.3% | 9,472 | +2.3% | 0.19% | +4.4% |
| Q2 2021 | $2,288,000 | +6.8% | 9,260 | -1.1% | 0.18% | -9.9% |
| Q1 2021 | $2,142,000 | -3.5% | 9,362 | -5.7% | 0.20% | -12.6% |
| Q4 2020 | $2,220,000 | +14.4% | 9,924 | +4.4% | 0.23% | +0.9% |
| Q3 2020 | $1,940,000 | +8.4% | 9,509 | +2.3% | 0.23% | -1.7% |
| Q2 2020 | $1,790,000 | -8.7% | 9,292 | -21.2% | 0.23% | -19.7% |
| Q1 2020 | $1,960,000 | -51.2% | 11,798 | -43.6% | 0.29% | -30.8% |
| Q4 2019 | $4,014,000 | +16.0% | 20,933 | +1.5% | 0.42% | +9.1% |
| Q3 2019 | $3,459,000 | +8.7% | 20,630 | +12.8% | 0.38% | +4.6% |
| Q2 2019 | $3,181,000 | +5.2% | 18,288 | +4.3% | 0.37% | +4.0% |
| Q1 2019 | $3,025,000 | +5.5% | 17,540 | -1.7% | 0.35% | -5.6% |
| Q4 2018 | $2,866,000 | -10.8% | 17,844 | +0.1% | 0.37% | +3.9% |
| Q3 2018 | $3,214,000 | +17.0% | 17,818 | +3.2% | 0.36% | +12.9% |
| Q2 2018 | $2,747,000 | +5.7% | 17,261 | +2.0% | 0.32% | +2.9% |
| Q1 2018 | $2,598,000 | +0.9% | 16,923 | +1.4% | 0.31% | -0.6% |
| Q4 2017 | $2,574,000 | +9.5% | 16,696 | +8.2% | 0.31% | +4.7% |
| Q3 2017 | $2,350,000 | +14.9% | 15,430 | +11.2% | 0.30% | +9.2% |
| Q2 2017 | $2,045,000 | +15.0% | 13,877 | +7.6% | 0.27% | +11.4% |
| Q1 2017 | $1,778,000 | +18.2% | 12,900 | +8.7% | 0.24% | +8.4% |
| Q4 2016 | $1,504,000 | -2.8% | 11,865 | +1.8% | 0.23% | -17.8% |
| Q3 2016 | $1,548,000 | +20.3% | 11,650 | +18.1% | 0.28% | +16.0% |
| Q2 2016 | $1,287,000 | +18.2% | 9,865 | +11.7% | 0.24% | +13.4% |
| Q1 2016 | $1,089,000 | -6.6% | 8,835 | +0.7% | 0.21% | -7.9% |
| Q4 2015 | $1,166,000 | +6.5% | 8,772 | -1.8% | 0.23% | +0.9% |
| Q3 2015 | $1,095,000 | -8.8% | 8,934 | +4.2% | 0.22% | +1.8% |
| Q2 2015 | $1,200,000 | +123.9% | 8,576 | +116.9% | 0.22% | +121.0% |
| Q1 2015 | $536,000 | +35.7% | 3,954 | +25.6% | 0.10% | +33.3% |
| Q4 2014 | $395,000 | +31.7% | 3,149 | +22.9% | 0.08% | +25.0% |
| Q3 2014 | $300,000 | +15.4% | 2,563 | +10.2% | 0.06% | +15.4% |
| Q2 2014 | $260,000 | +14.5% | 2,326 | +9.4% | 0.05% | +10.6% |
| Q1 2014 | $227,000 | – | 2,126 | – | 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% |