VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 698 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.88 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,223,396 | +5.8% | 13,711 | +10.2% | 0.24% | +9.7% |
| Q2 2023 | $3,046,720 | +2.2% | 12,445 | -0.5% | 0.22% | +2.4% |
| Q1 2023 | $2,981,164 | -4.1% | 12,502 | -0.2% | 0.21% | -11.3% |
| Q4 2022 | $3,107,043 | +68.5% | 12,525 | +51.9% | 0.24% | +55.2% |
| Q3 2022 | $1,844,000 | -5.1% | 8,245 | -0.1% | 0.15% | -0.6% |
| Q2 2022 | $1,943,000 | -18.1% | 8,250 | -11.5% | 0.16% | -2.5% |
| Q1 2022 | $2,371,000 | -8.2% | 9,319 | -3.8% | 0.16% | -5.4% |
| Q4 2021 | $2,582,000 | +28.6% | 9,690 | +19.3% | 0.17% | +6.3% |
| Q2 2021 | $2,008,000 | +37.4% | 8,125 | +27.2% | 0.16% | +12.1% |
| Q1 2021 | $1,461,000 | +5.2% | 6,388 | +2.9% | 0.14% | -2.1% |
| Q4 2020 | $1,389,000 | -66.0% | 6,206 | -69.0% | 0.14% | -54.0% |
| Q3 2020 | $4,081,000 | +77.1% | 20,005 | +66.5% | 0.31% | +7.9% |
| Q4 2019 | $2,304,000 | – | 12,016 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pariax, LLC | 18,636 | $4,443,941 | 13.52% |
| PGIM Custom Harvest LLC | 931,201 | $222,054,294 | 9.21% |
| AMI INVESTMENT MANAGEMENT INC | 79,910 | $19,055,338 | 8.89% |
| Allied Investment Advisors, LLC | 117,886 | $28,111,096 | 8.71% |
| BCM ADVISORS, LLC | 107,056 | $26,473,878 | 7.16% |
| Morningstar Investment Management LLC | 199,110 | $47,480 | 7.08% |
| Essex Private Wealth Management, LLC | 7,902 | $1,884,250 | 6.84% |
| PARAGON FINANCIAL PARTNERS, INC. | 27,101 | $6,462,422 | 6.77% |
| Wealth Management Solutions, LLC | 48,001 | $11,446,226 | 6.59% |
| ASSET PLANNING CORPORATION | 31,046 | $7,403,150 | 5.95% |