VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 562 filers reported holding VANGUARD WORLD FDS in Q4 2019. The put-call ratio across all filers is 0.67 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $416,884 | +7.4% | 1,681 | -3.2% | 0.00% | 0.0% |
| Q3 2022 | $388,000 | -8.9% | 1,736 | -4.0% | 0.00% | 0.0% |
| Q2 2022 | $426,000 | +6.2% | 1,809 | +14.6% | 0.00% | 0.0% |
| Q1 2022 | $401,000 | -15.0% | 1,578 | -11.1% | 0.00% | 0.0% |
| Q4 2021 | $472,000 | +8.8% | 1,776 | +1.2% | 0.00% | 0.0% |
| Q3 2021 | $434,000 | -22.6% | 1,755 | -22.8% | 0.00% | -33.3% |
| Q2 2021 | $561,000 | +17.1% | 2,272 | +8.4% | 0.00% | 0.0% |
| Q1 2021 | $479,000 | -49.0% | 2,095 | -50.1% | 0.00% | -50.0% |
| Q4 2020 | $940,000 | +33.5% | 4,200 | +21.7% | 0.01% | +20.0% |
| Q3 2020 | $704,000 | +12.6% | 3,451 | +6.4% | 0.01% | 0.0% |
| Q2 2020 | $625,000 | +12.0% | 3,243 | -3.4% | 0.01% | -16.7% |
| Q1 2020 | $558,000 | +7.7% | 3,357 | +24.3% | 0.01% | +50.0% |
| Q4 2019 | $518,000 | +18.0% | 2,701 | +3.2% | 0.00% | 0.0% |
| Q3 2019 | $439,000 | +30.7% | 2,618 | +35.6% | 0.00% | +33.3% |
| Q2 2019 | $336,000 | +5.7% | 1,931 | +4.8% | 0.00% | -25.0% |
| Q1 2019 | $318,000 | +40.1% | 1,842 | +30.5% | 0.00% | +33.3% |
| Q4 2018 | $227,000 | – | 1,412 | – | 0.00% | – |
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% |