VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 591 filers reported holding VANGUARD WORLD FDS in Q2 2020. The put-call ratio across all filers is 0.82 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $41 | -100.0% | 168 | -65.0% | 0.00% | – |
Q1 2022 | $122,000 | -69.5% | 480 | -68.0% | 0.00% | – |
Q4 2021 | $400,000 | +4900.0% | 1,502 | +3751.3% | 0.00% | – |
Q1 2021 | $8,000 | -11.1% | 39 | -18.8% | 0.00% | – |
Q3 2020 | $9,000 | -99.2% | 48 | -99.1% | 0.00% | -100.0% |
Q2 2020 | $1,083,000 | +2827.0% | 5,626 | +2770.4% | 0.00% | – |
Q4 2019 | $37,000 | -85.8% | 196 | -88.0% | 0.00% | -100.0% |
Q4 2018 | $261,000 | +987.5% | 1,627 | +942.9% | 0.00% | – |
Q2 2018 | $24,000 | -4.0% | 156 | -6.6% | 0.00% | -100.0% |
Q1 2018 | $25,000 | +127.3% | 167 | +116.9% | 0.00% | – |
Q2 2017 | $11,000 | -60.7% | 77 | -62.4% | 0.00% | -100.0% |
Q1 2017 | $28,000 | -65.9% | 205 | -66.8% | 0.00% | -83.3% |
Q3 2016 | $82,000 | +110.3% | 618 | +103.3% | 0.01% | +100.0% |
Q2 2016 | $39,000 | -7.1% | 304 | -10.9% | 0.00% | 0.0% |
Q1 2016 | $42,000 | -81.9% | 341 | -80.1% | 0.00% | -88.9% |
Q1 2015 | $232,000 | -51.7% | 1,714 | -55.2% | 0.03% | -53.4% |
Q4 2014 | $480,000 | – | 3,822 | – | 0.06% | – |
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% |