VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 446 filers reported holding VANGUARD WORLD FDS in Q3 2018. The put-call ratio across all filers is 0.52 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $28,615 | -31.3% | 120 | -28.6% | 0.00% | -20.0% |
| Q4 2022 | $41,673 | +60.3% | 168 | +40.0% | 0.01% | +25.0% |
| Q3 2022 | $26,000 | -7.1% | 120 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $28,000 | -9.7% | 120 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $31,000 | -3.1% | 120 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $32,000 | +6.7% | 120 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $30,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $30,000 | +11.1% | 120 | 0.0% | 0.00% | -20.0% |
| Q1 2021 | $27,000 | +200.0% | 120 | +200.0% | 0.01% | +150.0% |
| Q4 2020 | $9,000 | +12.5% | 40 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $8,000 | -74.2% | 40 | -75.9% | 0.00% | -75.0% |
| Q2 2020 | $31,000 | +14.8% | 166 | 0.0% | 0.01% | +14.3% |
| Q1 2020 | $27,000 | -15.6% | 166 | 0.0% | 0.01% | -12.5% |
| Q4 2019 | $32,000 | +14.3% | 166 | 0.0% | 0.01% | +14.3% |
| Q3 2019 | $28,000 | 0.0% | 166 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $28,000 | -3.4% | 166 | 0.0% | 0.01% | -12.5% |
| Q1 2019 | $29,000 | +7.4% | 166 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $27,000 | +170.0% | 166 | +186.2% | 0.01% | +100.0% |
| Q3 2018 | $10,000 | -63.0% | 58 | -65.3% | 0.00% | -66.7% |
| Q2 2018 | $27,000 | +237.5% | 167 | +193.0% | 0.01% | +200.0% |
| Q1 2018 | $8,000 | – | 57 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pariax, LLC | 18,636 | $4,443,941 | 13.52% |
| PGIM Custom Harvest LLC | 931,201 | $222,054,294 | 9.21% |
| AMI INVESTMENT MANAGEMENT INC | 79,910 | $19,055,338 | 8.89% |
| Allied Investment Advisors, LLC | 117,886 | $28,111,096 | 8.71% |
| EXECUTIVE WEALTH GROUP LLC | 50,777 | $12,108,312 | 8.57% |
| BCM ADVISORS, LLC | 107,056 | $26,473,878 | 7.16% |
| Morningstar Investment Management LLC | 199,110 | $47,480 | 7.06% |
| Essex Private Wealth Management, LLC | 7,902 | $1,884,250 | 6.84% |
| PARAGON FINANCIAL PARTNERS, INC. | 27,101 | $6,462,422 | 6.77% |
| Wealth Management Solutions, LLC | 48,001 | $11,446,226 | 6.59% |