VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 311 filers reported holding VANGUARD WORLD FDS in Q1 2017. The put-call ratio across all filers is 0.50 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $208,769 | -4.0% | 888 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $217,400 | +2.7% | 888 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $211,752 | -3.9% | 888 | 0.0% | 0.00% | -20.0% |
| Q4 2022 | $220,268 | +5.4% | 888 | 0.0% | 0.01% | +25.0% |
| Q2 2022 | $209,000 | +4.5% | 888 | +12.7% | 0.00% | 0.0% |
| Q1 2022 | $200,000 | -4.8% | 788 | 0.0% | 0.00% | +33.3% |
| Q4 2021 | $210,000 | -49.6% | 788 | -53.3% | 0.00% | -62.5% |
| Q2 2021 | $417,000 | +8.0% | 1,688 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $386,000 | +2.1% | 1,688 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $378,000 | +68.8% | 1,688 | +29.8% | 0.01% | +14.3% |
| Q1 2019 | $224,000 | +7.2% | 1,300 | 0.0% | 0.01% | -12.5% |
| Q4 2018 | $209,000 | +93.5% | 1,300 | +85.7% | 0.01% | +100.0% |
| Q4 2017 | $108,000 | +0.9% | 700 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $107,000 | +3.9% | 700 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $103,000 | +7.3% | 700 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $96,000 | +7.9% | 700 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $89,000 | -4.3% | 700 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $93,000 | +2.2% | 700 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $91,000 | +5.8% | 700 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $86,000 | -7.5% | 700 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $93,000 | +8.1% | 700 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $86,000 | -12.2% | 700 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $98,000 | +3.2% | 700 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $95,000 | – | 700 | – | 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% |