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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $212,002 | -3.9% | 889 | 0.0% | 0.13% | -7.9% |
| Q4 2022 | $220,498 | -28.4% | 889 | -23.2% | 0.14% | -24.9% |
| Q4 2021 | $308,000 | +7.7% | 1,157 | +0.2% | 0.18% | -0.5% |
| Q3 2021 | $286,000 | +10.9% | 1,155 | +10.4% | 0.19% | +11.4% |
| Q2 2021 | $258,000 | +6.6% | 1,046 | -1.3% | 0.17% | +3.1% |
| Q1 2021 | $242,000 | +426.1% | 1,060 | +341.7% | 0.16% | +315.4% |
| Q4 2019 | $46,000 | – | 240 | – | 0.04% | – |
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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% |