VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 722 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,746,546 | +97.8% | 7,134 | +100.0% | 0.01% | -6.7% |
| Q1 2023 | $882,859 | -0.2% | 3,567 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $884,794 | +9.4% | 3,567 | 0.0% | 0.02% | +7.1% |
| Q3 2022 | $809,000 | -3.7% | 3,567 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $840,000 | -8.2% | 3,567 | -0.8% | 0.01% | 0.0% |
| Q1 2022 | $915,000 | -4.5% | 3,597 | 0.0% | 0.01% | -12.5% |
| Q4 2021 | $958,000 | +8.6% | 3,597 | +0.8% | 0.02% | +14.3% |
| Q3 2021 | $882,000 | -50.0% | 3,567 | -50.0% | 0.01% | -39.1% |
| Q2 2021 | $1,764,000 | +116.2% | 7,134 | +100.0% | 0.02% | 0.0% |
| Q1 2021 | $816,000 | +12.1% | 3,567 | 0.0% | 0.02% | -36.1% |
| Q3 2020 | $728,000 | +6.0% | 3,567 | 0.0% | 0.04% | -12.2% |
| Q2 2020 | $687,000 | +16.0% | 3,567 | 0.0% | 0.04% | -6.8% |
| Q1 2020 | $592,000 | -13.5% | 3,567 | 0.0% | 0.04% | -12.0% |
| Q4 2019 | $684,000 | +15.3% | 3,567 | 0.0% | 0.05% | +16.3% |
| Q3 2019 | $593,000 | -3.6% | 3,567 | 0.0% | 0.04% | +26.5% |
| Q1 2019 | $615,000 | -4.2% | 3,567 | 0.0% | 0.03% | +9.7% |
| Q3 2018 | $642,000 | -69.0% | 3,567 | 0.0% | 0.03% | -66.7% |
| Q2 2018 | $2,072,000 | – | 3,567 | – | 0.09% | – |
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% |