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 | $264 | +1.5% | 1,123 | +5.8% | 0.05% | 0.0% |
| Q2 2023 | $260 | +2.8% | 1,061 | 0.0% | 0.05% | -3.6% |
| Q1 2023 | $253 | -3.8% | 1,061 | 0.0% | 0.06% | -1.8% |
| Q4 2022 | $263 | -99.9% | 1,061 | 0.0% | 0.06% | -6.6% |
| Q3 2022 | $237,000 | +438.6% | 1,061 | +338.4% | 0.06% | +335.7% |
| Q3 2018 | $44,000 | +12.8% | 242 | 0.0% | 0.01% | +7.7% |
| Q2 2018 | $39,000 | -2.5% | 242 | -6.9% | 0.01% | +8.3% |
| Q1 2018 | $40,000 | 0.0% | 260 | 0.0% | 0.01% | -7.7% |
| Q4 2017 | $40,000 | 0.0% | 260 | 0.0% | 0.01% | -7.1% |
| Q3 2017 | $40,000 | +5.3% | 260 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $38,000 | +5.6% | 260 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $36,000 | -99.9% | 260 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $32,960,000 | +94071.4% | 260 | 0.0% | 0.01% | -12.5% |
| Q3 2016 | $35,000 | +52.2% | 260 | +48.6% | 0.02% | +60.0% |
| Q4 2015 | $23,000 | +9.5% | 175 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $21,000 | -12.5% | 175 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $24,000 | – | 175 | – | 0.01% | – |
Download | ||||||
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% |