VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 762 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,442,920 | +5.1% | 5,894 | +2.4% | 0.23% | -10.3% |
| Q1 2023 | $1,372,290 | -3.4% | 5,755 | +0.5% | 0.26% | -10.6% |
| Q4 2022 | $1,420,772 | +11.8% | 5,728 | +0.8% | 0.29% | +1.0% |
| Q3 2022 | $1,271,000 | -6.0% | 5,680 | -1.1% | 0.29% | -1.7% |
| Q2 2022 | $1,352,000 | -5.0% | 5,741 | +2.6% | 0.29% | +9.3% |
| Q1 2022 | $1,423,000 | -0.5% | 5,593 | +4.2% | 0.27% | -3.6% |
| Q4 2021 | $1,430,000 | +27.2% | 5,369 | +18.0% | 0.28% | +9.8% |
| Q3 2021 | $1,124,000 | +4.6% | 4,549 | +4.6% | 0.25% | +2.4% |
| Q2 2021 | $1,075,000 | +31.9% | 4,351 | +22.1% | 0.25% | +18.1% |
| Q1 2021 | $815,000 | +36.3% | 3,564 | +33.4% | 0.21% | +23.5% |
| Q4 2020 | $598,000 | -8.1% | 2,672 | -16.3% | 0.17% | -18.3% |
| Q3 2020 | $651,000 | +23.3% | 3,191 | +16.5% | 0.21% | +11.2% |
| Q2 2020 | $528,000 | +29.1% | 2,738 | +28.3% | 0.19% | +29.0% |
| Q1 2020 | $409,000 | 0.0% | 2,134 | 0.0% | 0.14% | +1.4% |
| Q4 2019 | $409,000 | +39.6% | 2,134 | +22.2% | 0.14% | +28.8% |
| Q3 2019 | $293,000 | +0.3% | 1,747 | +4.2% | 0.11% | 0.0% |
| Q2 2019 | $292,000 | +23.2% | 1,676 | +21.8% | 0.11% | +13.3% |
| Q1 2019 | $237,000 | +5.8% | 1,376 | -1.3% | 0.10% | -5.8% |
| Q4 2018 | $224,000 | -10.8% | 1,394 | +0.1% | 0.10% | 0.0% |
| Q3 2018 | $251,000 | +13.1% | 1,393 | +0.1% | 0.10% | +6.1% |
| Q2 2018 | $222,000 | -18.1% | 1,392 | -21.2% | 0.10% | -12.5% |
| Q1 2018 | $271,000 | -8.8% | 1,766 | -8.2% | 0.11% | -4.3% |
| Q4 2017 | $297,000 | +1.4% | 1,924 | +0.1% | 0.12% | -4.1% |
| Q3 2017 | $293,000 | +9.3% | 1,923 | +5.8% | 0.12% | -0.8% |
| Q2 2017 | $268,000 | +7.2% | 1,818 | +0.1% | 0.12% | +4.2% |
| Q1 2017 | $250,000 | +11.1% | 1,817 | +2.4% | 0.12% | +7.3% |
| Q4 2016 | $225,000 | +5.6% | 1,774 | +10.9% | 0.11% | +4.8% |
| Q3 2016 | $213,000 | +1.9% | 1,600 | +0.1% | 0.10% | -1.9% |
| Q2 2016 | $209,000 | +59.5% | 1,599 | +50.3% | 0.11% | +46.6% |
| Q1 2016 | $131,000 | -8.4% | 1,064 | -1.0% | 0.07% | -7.6% |
| Q4 2015 | $143,000 | +49.0% | 1,075 | +36.6% | 0.08% | +38.6% |
| Q3 2015 | $96,000 | -12.7% | 787 | 0.0% | 0.06% | -13.6% |
| Q2 2015 | $110,000 | +19.6% | 787 | +15.4% | 0.07% | +11.9% |
| Q1 2015 | $92,000 | +196.8% | 682 | +172.8% | 0.06% | +195.0% |
| Q4 2014 | $31,000 | +6.9% | 250 | +0.8% | 0.02% | +5.3% |
| Q3 2014 | $29,000 | +3.6% | 248 | 0.0% | 0.02% | -5.0% |
| Q2 2014 | $28,000 | +3.7% | 248 | 0.0% | 0.02% | 0.0% |
| Q1 2014 | $27,000 | -20.6% | 248 | -24.8% | 0.02% | +53.8% |
| Q4 2013 | $34,000 | +126.7% | 330 | +100.0% | 0.01% | +8.3% |
| Q3 2013 | $15,000 | +7.1% | 165 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $14,000 | – | 165 | – | 0.01% | – |
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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% |