VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 291 filers reported holding VANGUARD WORLD FDS in Q4 2016. The put-call ratio across all filers is 0.63 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $265,486 | -3.7% | 1,113 | +0.2% | 0.02% | -14.8% |
| Q4 2022 | $275,546 | +11.1% | 1,111 | +0.4% | 0.03% | +3.8% |
| Q3 2022 | $248,000 | 0.0% | 1,107 | +5.0% | 0.03% | 0.0% |
| Q2 2022 | $248,000 | -8.8% | 1,054 | -1.3% | 0.03% | +4.0% |
| Q1 2022 | $272,000 | -6.2% | 1,068 | -1.9% | 0.02% | -3.8% |
| Q4 2021 | $290,000 | +6.6% | 1,089 | -0.9% | 0.03% | 0.0% |
| Q3 2021 | $272,000 | -1.8% | 1,099 | -1.8% | 0.03% | -7.1% |
| Q2 2021 | $277,000 | +35.8% | 1,119 | +22.8% | 0.03% | +21.7% |
| Q4 2020 | $204,000 | -1.0% | 911 | -20.1% | 0.02% | -46.5% |
| Q3 2018 | $206,000 | -12.0% | 1,140 | -35.4% | 0.04% | -34.8% |
| Q3 2016 | $234,000 | -7.9% | 1,764 | -9.4% | 0.07% | -5.7% |
| Q2 2016 | $254,000 | -10.6% | 1,947 | -15.4% | 0.07% | -9.1% |
| Q1 2016 | $284,000 | -10.4% | 2,301 | -3.8% | 0.08% | -6.1% |
| Q4 2015 | $317,000 | +6.0% | 2,391 | -2.1% | 0.08% | +5.1% |
| Q3 2015 | $299,000 | +243.7% | 2,442 | +292.6% | 0.08% | +225.0% |
| Q2 2015 | $87,000 | +35.9% | 622 | +31.2% | 0.02% | +50.0% |
| Q1 2015 | $64,000 | +146.2% | 474 | +131.2% | 0.02% | +128.6% |
| Q4 2014 | $26,000 | +8.3% | 205 | +1.0% | 0.01% | 0.0% |
| Q3 2014 | $24,000 | +9.1% | 203 | +1.5% | 0.01% | -12.5% |
| Q2 2014 | $22,000 | +4.8% | 200 | 0.0% | 0.01% | -11.1% |
| Q1 2014 | $21,000 | +5.0% | 200 | 0.0% | 0.01% | -18.2% |
| Q4 2013 | $20,000 | +5.3% | 200 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $19,000 | +11.8% | 200 | 0.0% | 0.01% | +22.2% |
| Q2 2013 | $17,000 | – | 200 | – | 0.01% | – |
Download | ||||||
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% |