VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 158 filers reported holding VANGUARD WORLD FDS in Q2 2014. The put-call ratio across all filers is 0.29 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $622,000 | +9.1% | 2,519 | +9.1% | 0.04% | +9.4% |
| Q2 2021 | $570,000 | +25.6% | 2,309 | +16.3% | 0.03% | +14.3% |
| Q1 2021 | $454,000 | +2.3% | 1,985 | 0.0% | 0.03% | -6.7% |
| Q4 2020 | $444,000 | +14.7% | 1,985 | +4.4% | 0.03% | 0.0% |
| Q3 2020 | $387,000 | +5.7% | 1,901 | +0.1% | 0.03% | -3.2% |
| Q2 2020 | $366,000 | +192.8% | 1,900 | +150.7% | 0.03% | +158.3% |
| Q1 2020 | $125,000 | -26.5% | 758 | -14.7% | 0.01% | -14.3% |
| Q4 2019 | $170,000 | +6.2% | 889 | -7.3% | 0.01% | 0.0% |
| Q3 2019 | $160,000 | -24.2% | 959 | -21.1% | 0.01% | -22.2% |
| Q2 2019 | $211,000 | +1658.3% | 1,216 | +1662.3% | 0.02% | +1700.0% |
| Q1 2019 | $12,000 | +9.1% | 69 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $11,000 | -35.3% | 69 | -49.3% | 0.00% | -50.0% |
| Q4 2016 | $17,000 | -5.6% | 136 | 0.0% | 0.00% | -33.3% |
| Q3 2016 | $18,000 | +5.9% | 136 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $17,000 | -67.9% | 136 | -68.8% | 0.00% | -70.0% |
| Q1 2016 | $53,000 | +3.9% | 436 | +13.0% | 0.01% | -9.1% |
| Q4 2015 | $51,000 | -16.4% | 386 | -20.6% | 0.01% | -21.4% |
| Q3 2015 | $61,000 | -26.5% | 486 | -17.8% | 0.01% | -26.3% |
| Q2 2015 | $83,000 | +196.4% | 591 | +188.3% | 0.02% | +58.3% |
| Q1 2015 | $28,000 | +7.7% | 205 | 0.0% | 0.01% | -29.4% |
| Q4 2014 | $26,000 | -38.1% | 205 | -39.9% | 0.02% | +30.8% |
| Q3 2014 | $42,000 | +180.0% | 341 | +150.7% | 0.01% | +225.0% |
| Q2 2014 | $15,000 | 0.0% | 136 | 0.0% | 0.00% | -20.0% |
| Q1 2014 | $15,000 | +15.4% | 136 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $13,000 | +8.3% | 136 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $12,000 | +9.1% | 136 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $11,000 | – | 136 | – | 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% |