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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,546,758 | -23.2% | 6,577 | -20.0% | 0.06% | -22.1% |
| Q2 2023 | $2,013,551 | +30.1% | 8,223 | +26.7% | 0.08% | +20.3% |
| Q1 2023 | $1,547,749 | -27.2% | 6,489 | -24.3% | 0.06% | -39.6% |
| Q4 2022 | $2,125,451 | +912.1% | 8,568 | +812.5% | 0.11% | +863.6% |
| Q3 2022 | $210,000 | -36.9% | 939 | -33.5% | 0.01% | -35.3% |
| Q2 2022 | $333,000 | -17.0% | 1,411 | -10.2% | 0.02% | 0.0% |
| Q1 2022 | $401,000 | -11.1% | 1,572 | -6.9% | 0.02% | -10.5% |
| Q4 2021 | $451,000 | +18.7% | 1,688 | +10.2% | 0.02% | 0.0% |
| Q3 2021 | $380,000 | -5.2% | 1,532 | -5.3% | 0.02% | -5.0% |
| Q2 2021 | $401,000 | +18.3% | 1,617 | +9.5% | 0.02% | 0.0% |
| Q1 2021 | $339,000 | -80.1% | 1,477 | -80.6% | 0.02% | -82.9% |
| Q4 2020 | $1,705,000 | +836.8% | 7,616 | +754.8% | 0.12% | +67.1% |
| Q3 2020 | $182,000 | -53.8% | 891 | -56.4% | 0.07% | +100.0% |
| Q2 2020 | $394,000 | +11.9% | 2,043 | -22.9% | 0.04% | -50.7% |
| Q3 2016 | $352,000 | +28.0% | 2,651 | +25.9% | 0.07% | +24.6% |
| Q2 2016 | $275,000 | +19.6% | 2,105 | +12.9% | 0.06% | +11.8% |
| Q1 2016 | $230,000 | – | 1,864 | – | 0.05% | – |
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% |