VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 698 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.88 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,090,000 | -4.5% | 4,284 | 0.0% | 0.12% | +20.4% |
| Q4 2021 | $1,141,000 | +7.7% | 4,284 | 0.0% | 0.10% | -3.9% |
| Q3 2021 | $1,059,000 | +5.0% | 4,284 | +4.9% | 0.10% | -35.8% |
| Q2 2021 | $1,009,000 | +8.0% | 4,084 | 0.0% | 0.16% | -15.4% |
| Q1 2021 | $934,000 | +2.2% | 4,084 | 0.0% | 0.19% | -3.1% |
| Q4 2020 | $914,000 | +9.7% | 4,084 | 0.0% | 0.19% | -9.3% |
| Q3 2020 | $833,000 | +5.8% | 4,084 | 0.0% | 0.21% | -0.9% |
| Q2 2020 | $787,000 | +16.1% | 4,084 | 0.0% | 0.22% | +3.3% |
| Q1 2020 | $678,000 | +5.0% | 4,084 | +21.2% | 0.21% | +31.4% |
| Q4 2019 | $646,000 | +14.3% | 3,369 | 0.0% | 0.16% | +3.9% |
| Q3 2019 | $565,000 | -3.6% | 3,369 | 0.0% | 0.15% | -14.5% |
| Q2 2019 | $586,000 | +0.9% | 3,369 | 0.0% | 0.18% | -8.7% |
| Q1 2019 | $581,000 | +7.4% | 3,369 | 0.0% | 0.20% | -1.0% |
| Q4 2018 | $541,000 | -11.0% | 3,369 | 0.0% | 0.20% | -4.8% |
| Q3 2018 | $608,000 | +13.4% | 3,369 | 0.0% | 0.21% | +10.6% |
| Q2 2018 | $536,000 | +29.5% | 3,369 | +24.9% | 0.19% | +27.0% |
| Q1 2018 | $414,000 | – | 2,697 | – | 0.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Morningstar Investment Management LLC | 340,321 | $80,009 | 11.96% |
| Pariax, LLC | 14,707 | $3,457,616 | 10.79% |
| Allied Investment Advisors, LLC | 124,596 | $29,292,520 | 8.76% |
| PGIM Custom Harvest LLC | 934,559 | $219,714,921 | 8.11% |
| Wealth Management Solutions, LLC | 47,169 | $11,089,475 | 7.60% |
| PARAGON FINANCIAL PARTNERS, INC. | 27,447 | $6,452,689 | 6.70% |
| Main Management ETF Advisors, LLC | 397,065 | $93,350 | 6.63% |
| Essex Private Wealth Management, LLC | 7,939 | $1,866,489 | 6.38% |
| ASSET PLANNING CORPORATION | 33,870 | $7,963,414 | 6.13% |
| Beacon Capital Management, Inc. | 665,273 | $156,405,682 | 5.80% |