VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 728 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 1.03 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $160,573 | -5.4% | 683 | -1.4% | 0.02% | -5.0% |
| Q2 2023 | $169,660 | -3.9% | 693 | -6.4% | 0.02% | -16.7% |
| Q1 2023 | $176,460 | -22.8% | 740 | -19.7% | 0.02% | -27.3% |
| Q4 2022 | $228,702 | +11.0% | 922 | 0.0% | 0.03% | -5.7% |
| Q3 2022 | $206,000 | -5.1% | 922 | 0.0% | 0.04% | -2.8% |
| Q2 2022 | $217,000 | -11.8% | 922 | -4.9% | 0.04% | -21.7% |
| Q1 2022 | $246,000 | 0.0% | 969 | +5.1% | 0.05% | +15.0% |
| Q4 2021 | $246,000 | +100.0% | 922 | +84.8% | 0.04% | +48.1% |
| Q3 2021 | $123,000 | +92.2% | 499 | +91.9% | 0.03% | +68.8% |
| Q2 2021 | $64,000 | +8.5% | 260 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $59,000 | +1.7% | 260 | 0.0% | 0.02% | -11.1% |
| Q4 2020 | $58,000 | +20.8% | 260 | +10.6% | 0.02% | +5.9% |
| Q3 2020 | $48,000 | +269.2% | 235 | +197.5% | 0.02% | +183.3% |
| Q1 2020 | $13,000 | -67.5% | 79 | -68.4% | 0.01% | -57.1% |
| Q4 2018 | $40,000 | +1233.3% | 250 | +1150.0% | 0.01% | +600.0% |
| Q4 2016 | $3,000 | – | 20 | – | 0.00% | – |
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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% |