VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 608 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 0.48 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $201,000 | -10.3% | 753 | -24.7% | 0.02% | -31.4% |
| Q4 2020 | $224,000 | +9.8% | 1,000 | 0.0% | 0.04% | -7.9% |
| Q3 2020 | $204,000 | -23.0% | 1,000 | -27.3% | 0.04% | -26.9% |
| Q2 2020 | $265,000 | +16.2% | 1,375 | 0.0% | 0.05% | -8.8% |
| Q1 2020 | $228,000 | -16.5% | 1,375 | -3.5% | 0.06% | +7.5% |
| Q4 2019 | $273,000 | +14.2% | 1,425 | 0.0% | 0.05% | +1.9% |
| Q3 2019 | $239,000 | -3.6% | 1,425 | 0.0% | 0.05% | -8.8% |
| Q2 2019 | $248,000 | +0.8% | 1,425 | 0.0% | 0.06% | -1.7% |
| Q1 2019 | $246,000 | +7.4% | 1,425 | 0.0% | 0.06% | -7.9% |
| Q4 2018 | $229,000 | – | 1,425 | – | 0.06% | – |
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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% |