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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $326,000 | +3.5% | 1,437 | +1.5% | 0.01% | -7.1% |
| Q4 2020 | $315,000 | +15.4% | 1,416 | +4.4% | 0.01% | 0.0% |
| Q3 2020 | $273,000 | -7.5% | 1,356 | -12.9% | 0.01% | -6.7% |
| Q2 2020 | $295,000 | -31.2% | 1,556 | -39.5% | 0.02% | -37.5% |
| Q1 2020 | $429,000 | -20.7% | 2,570 | -9.3% | 0.02% | -11.1% |
| Q4 2019 | $541,000 | +34.2% | 2,832 | +16.8% | 0.03% | +22.7% |
| Q3 2019 | $403,000 | -1.5% | 2,424 | +2.5% | 0.02% | 0.0% |
| Q2 2019 | $409,000 | +4.3% | 2,366 | +2.9% | 0.02% | -4.3% |
| Q1 2019 | $392,000 | -30.5% | 2,299 | -35.5% | 0.02% | -39.5% |
| Q4 2018 | $564,000 | -33.3% | 3,565 | -24.2% | 0.04% | -22.4% |
| Q3 2018 | $846,000 | +127.4% | 4,706 | +100.9% | 0.05% | +104.2% |
| Q2 2018 | $372,000 | +7.5% | 2,343 | +3.1% | 0.02% | +4.3% |
| Q1 2018 | $346,000 | -8.0% | 2,273 | -6.1% | 0.02% | -4.2% |
| Q4 2017 | $376,000 | -36.1% | 2,420 | -37.7% | 0.02% | -38.5% |
| Q3 2017 | $588,000 | +78.2% | 3,882 | +73.4% | 0.04% | +69.6% |
| Q2 2017 | $330,000 | +0.9% | 2,239 | -5.4% | 0.02% | -8.0% |
| Q1 2017 | $327,000 | +5.5% | 2,367 | -2.8% | 0.02% | -7.4% |
| Q4 2016 | $310,000 | -11.4% | 2,436 | -8.5% | 0.03% | -25.0% |
| Q3 2016 | $350,000 | +19.5% | 2,662 | +17.3% | 0.04% | +5.9% |
| Q2 2016 | $293,000 | +43.6% | 2,270 | +37.4% | 0.03% | +21.4% |
| Q1 2016 | $204,000 | -12.4% | 1,652 | -4.8% | 0.03% | -17.6% |
| Q4 2015 | $233,000 | – | 1,735 | – | 0.03% | – |
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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% |