VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 762 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,842,239 | -4.0% | 16,343 | 0.0% | 0.37% | -2.6% |
| Q2 2023 | $4,001,093 | +2.7% | 16,343 | 0.0% | 0.38% | -5.7% |
| Q1 2023 | $3,897,152 | -3.9% | 16,343 | 0.0% | 0.41% | -5.6% |
| Q4 2022 | $4,053,881 | +10.9% | 16,343 | 0.0% | 0.43% | -3.4% |
| Q3 2022 | $3,656,000 | +0.6% | 16,343 | +5.9% | 0.45% | -7.1% |
| Q2 2022 | $3,634,000 | +66.5% | 15,431 | +79.9% | 0.48% | +119.2% |
| Q1 2022 | $2,182,000 | +8.9% | 8,578 | +14.0% | 0.22% | 0.0% |
| Q4 2021 | $2,004,000 | +210.2% | 7,523 | +187.8% | 0.22% | +177.2% |
| Q2 2021 | $646,000 | -65.3% | 2,614 | -73.1% | 0.08% | -75.9% |
| Q4 2019 | $1,860,000 | +14.4% | 9,700 | 0.0% | 0.33% | -2.4% |
| Q3 2019 | $1,626,000 | +32.2% | 9,700 | +37.2% | 0.34% | +24.9% |
| Q2 2019 | $1,230,000 | – | 7,070 | – | 0.27% | – |
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% |