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 | $472,081 | -2.2% | 2,008 | +1.8% | 0.05% | 0.0% |
| Q2 2023 | $482,786 | +5.9% | 1,972 | +3.1% | 0.05% | -2.1% |
| Q1 2023 | $455,936 | -3.9% | 1,912 | 0.0% | 0.05% | -11.1% |
| Q4 2022 | $474,272 | +10.8% | 1,912 | 0.0% | 0.05% | 0.0% |
| Q3 2022 | $428,000 | -1.8% | 1,912 | +3.4% | 0.05% | +3.8% |
| Q2 2022 | $436,000 | -7.4% | 1,850 | 0.0% | 0.05% | +8.3% |
| Q1 2022 | $471,000 | -5.0% | 1,850 | -0.5% | 0.05% | -2.0% |
| Q4 2021 | $496,000 | +8.5% | 1,860 | +0.5% | 0.05% | -2.0% |
| Q3 2021 | $457,000 | – | 1,850 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pariax, LLC | 18,636 | $4,443,941 | 13.52% |
| PGIM Custom Harvest LLC | 931,201 | $222,054,294 | 9.21% |
| AMI INVESTMENT MANAGEMENT INC | 79,910 | $19,055,338 | 8.89% |
| Allied Investment Advisors, LLC | 117,886 | $28,111,096 | 8.71% |
| BCM ADVISORS, LLC | 107,056 | $26,473,878 | 7.16% |
| Morningstar Investment Management LLC | 199,110 | $47,480 | 7.08% |
| Essex Private Wealth Management, LLC | 7,902 | $1,884,250 | 6.84% |
| PARAGON FINANCIAL PARTNERS, INC. | 27,101 | $6,462,422 | 6.77% |
| Wealth Management Solutions, LLC | 48,001 | $11,446,226 | 6.59% |
| ASSET PLANNING CORPORATION | 31,046 | $7,403,150 | 5.95% |