VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 728 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 1.03 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $966,966 | -3.4% | 4,113 | +0.6% | 0.01% | -22.2% |
| Q2 2023 | $1,000,824 | +2.7% | 4,088 | 0.0% | 0.01% | -10.0% |
| Q1 2023 | $974,824 | -4.7% | 4,088 | -0.9% | 0.01% | -16.7% |
| Q4 2022 | $1,022,958 | +10.8% | 4,124 | 0.0% | 0.01% | +9.1% |
| Q3 2022 | $923,000 | -4.2% | 4,124 | +0.9% | 0.01% | 0.0% |
| Q2 2022 | $963,000 | -7.4% | 4,088 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $1,040,000 | -4.5% | 4,088 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $1,089,000 | +7.8% | 4,088 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $1,010,000 | 0.0% | 4,088 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $1,010,000 | +4.8% | 4,088 | -3.0% | 0.01% | -8.3% |
| Q1 2021 | $964,000 | +10.0% | 4,216 | +7.7% | 0.01% | 0.0% |
| Q4 2020 | $876,000 | +9.8% | 3,914 | 0.0% | 0.01% | -14.3% |
| Q3 2020 | $798,000 | +5.8% | 3,914 | 0.0% | 0.01% | -6.7% |
| Q2 2020 | $754,000 | +16.0% | 3,914 | 0.0% | 0.02% | -21.1% |
| Q1 2020 | $650,000 | -13.3% | 3,914 | 0.0% | 0.02% | -5.0% |
| Q4 2019 | $750,000 | +16.1% | 3,914 | +1.6% | 0.02% | +11.1% |
| Q3 2019 | $646,000 | -3.6% | 3,854 | 0.0% | 0.02% | -14.3% |
| Q2 2019 | $670,000 | +0.8% | 3,854 | 0.0% | 0.02% | -4.5% |
| Q1 2019 | $665,000 | +7.4% | 3,854 | 0.0% | 0.02% | -8.3% |
| Q4 2018 | $619,000 | -10.9% | 3,854 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $695,000 | +13.4% | 3,854 | 0.0% | 0.02% | +4.3% |
| Q2 2018 | $613,000 | +3.5% | 3,854 | 0.0% | 0.02% | -4.2% |
| Q1 2018 | $592,000 | -0.3% | 3,854 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $594,000 | +1.2% | 3,854 | 0.0% | 0.02% | -7.7% |
| Q3 2017 | $587,000 | +3.3% | 3,854 | 0.0% | 0.03% | +4.0% |
| Q2 2017 | $568,000 | – | 3,854 | – | 0.02% | – |
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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% |