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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $25,992 | -3.9% | 109 | 0.0% | 0.00% | – |
| Q4 2022 | $27,037 | +12.7% | 109 | 0.0% | 0.00% | – |
| Q3 2022 | $24,000 | -67.1% | 109 | -64.8% | 0.00% | -100.0% |
| Q2 2022 | $73,000 | -7.6% | 310 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $79,000 | -9.2% | 310 | -4.9% | 0.00% | – |
| Q4 2021 | $87,000 | +7.4% | 326 | 0.0% | 0.00% | – |
| Q3 2021 | $81,000 | -20.6% | 326 | -20.7% | 0.00% | -100.0% |
| Q2 2021 | $102,000 | +112.5% | 411 | +95.7% | 0.00% | – |
| Q1 2021 | $48,000 | +20.0% | 210 | +16.0% | 0.00% | – |
| Q4 2020 | $40,000 | +8.1% | 181 | 0.0% | 0.00% | – |
| Q3 2020 | $37,000 | +5.7% | 181 | 0.0% | 0.00% | – |
| Q2 2020 | $35,000 | +16.7% | 181 | 0.0% | 0.00% | – |
| Q1 2020 | $30,000 | -31.8% | 181 | -21.6% | 0.00% | – |
| Q4 2019 | $44,000 | +12.8% | 231 | 0.0% | 0.00% | – |
| Q3 2019 | $39,000 | -2.5% | 231 | 0.0% | 0.00% | – |
| Q2 2019 | $40,000 | -69.2% | 231 | -76.9% | 0.00% | -100.0% |
| Q2 2016 | $130,000 | -47.4% | 1,000 | -50.0% | 0.00% | 0.0% |
| Q1 2016 | $247,000 | -7.1% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $266,000 | +8.6% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $245,000 | -12.5% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $280,000 | – | 2,000 | – | 0.00% | – |
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% |