VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 471 filers reported holding VANGUARD WORLD FDS in Q2 2019. The put-call ratio across all filers is 0.55 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,007,905 | +3.0% | 8,540 | +7.3% | 0.25% | +0.4% |
| Q2 2023 | $1,948,796 | +14.3% | 7,960 | +11.4% | 0.25% | +10.2% |
| Q1 2023 | $1,704,541 | -1.1% | 7,148 | +2.9% | 0.23% | -5.0% |
| Q4 2022 | $1,723,223 | -6.7% | 6,947 | -15.8% | 0.24% | -18.2% |
| Q3 2022 | $1,846,000 | +0.8% | 8,253 | +6.1% | 0.29% | +5.1% |
| Q2 2022 | $1,831,000 | -7.7% | 7,775 | -0.3% | 0.28% | +4.9% |
| Q1 2022 | $1,984,000 | -7.7% | 7,798 | -3.4% | 0.26% | -3.3% |
| Q4 2021 | $2,150,000 | +15.5% | 8,070 | +7.1% | 0.27% | +7.1% |
| Q3 2021 | $1,862,000 | -2.1% | 7,533 | -2.1% | 0.26% | -1.5% |
| Q2 2021 | $1,901,000 | +25.0% | 7,692 | +13.1% | 0.26% | +15.1% |
| Q4 2020 | $1,521,000 | -0.1% | 6,800 | -8.9% | 0.22% | -12.5% |
| Q3 2020 | $1,522,000 | +5.9% | 7,462 | +0.0% | 0.26% | +0.4% |
| Q2 2020 | $1,437,000 | +14.0% | 7,461 | -1.6% | 0.26% | -11.7% |
| Q1 2020 | $1,260,000 | +1536.4% | 7,585 | +1782.1% | 0.29% | +1218.2% |
| Q4 2019 | $77,000 | -8.3% | 403 | -19.6% | 0.02% | -12.0% |
| Q3 2019 | $84,000 | -20.0% | 501 | -16.6% | 0.02% | -28.6% |
| Q2 2019 | $105,000 | -14.6% | 601 | -21.5% | 0.04% | -28.6% |
| Q4 2018 | $123,000 | -10.9% | 766 | +0.1% | 0.05% | -12.5% |
| Q3 2018 | $138,000 | – | 765 | – | 0.06% | – |
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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% |