VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 562 filers reported holding VANGUARD WORLD FDS in Q4 2019. The put-call ratio across all filers is 0.67 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $233,205 | -43.3% | 992 | -40.9% | 0.01% | -45.5% |
| Q2 2023 | $411,155 | +24.1% | 1,679 | +20.9% | 0.01% | +22.2% |
| Q1 2023 | $331,321 | +28.6% | 1,389 | +33.7% | 0.01% | +12.5% |
| Q4 2022 | $257,713 | +7.8% | 1,039 | -2.5% | 0.01% | 0.0% |
| Q3 2022 | $239,000 | -8.4% | 1,066 | -3.9% | 0.01% | -11.1% |
| Q2 2022 | $261,000 | -24.3% | 1,109 | -18.3% | 0.01% | -10.0% |
| Q1 2022 | $345,000 | +6.5% | 1,357 | +11.7% | 0.01% | 0.0% |
| Q4 2021 | $324,000 | +8.0% | 1,215 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $300,000 | 0.0% | 1,215 | 0.0% | 0.01% | -16.7% |
| Q2 2021 | $300,000 | +7.9% | 1,215 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $278,000 | +164.8% | 1,215 | +158.5% | 0.01% | +140.0% |
| Q4 2020 | $105,000 | +6.1% | 470 | -2.9% | 0.01% | 0.0% |
| Q3 2020 | $99,000 | +1550.0% | 484 | +1244.4% | 0.01% | – |
| Q3 2019 | $6,000 | +20.0% | 36 | +5.9% | 0.00% | -100.0% |
| Q2 2018 | $5,000 | -80.0% | 34 | -81.6% | 0.00% | -80.0% |
| Q4 2015 | $25,000 | – | 185 | – | 0.01% | – |
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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% |