VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 728 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 1.03 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,055 | -4.0% | 8,740 | 0.0% | 0.20% | -2.4% |
| Q2 2023 | $2,140 | +2.7% | 8,740 | 0.0% | 0.21% | -1.4% |
| Q1 2023 | $2,084 | -3.9% | 8,740 | 0.0% | 0.21% | -1.9% |
| Q4 2022 | $2,168 | -99.9% | 8,740 | 0.0% | 0.21% | -2.7% |
| Q3 2022 | $1,955,000 | -5.0% | 8,740 | 0.0% | 0.22% | -0.9% |
| Q2 2022 | $2,058,000 | -2.2% | 8,740 | +5.7% | 0.22% | +16.9% |
| Q1 2022 | $2,104,000 | +9.5% | 8,270 | +14.7% | 0.19% | +5.0% |
| Q4 2021 | $1,921,000 | +75.9% | 7,210 | +63.1% | 0.18% | +63.6% |
| Q3 2021 | $1,092,000 | +92.3% | 4,420 | +92.2% | 0.11% | +96.4% |
| Q2 2021 | $568,000 | -68.2% | 2,300 | -75.3% | 0.06% | -69.7% |
| Q4 2019 | $1,787,000 | +59.3% | 9,320 | +39.3% | 0.18% | +52.9% |
| Q3 2019 | $1,122,000 | -3.6% | 6,690 | 0.0% | 0.12% | -3.2% |
| Q2 2019 | $1,164,000 | – | 6,690 | – | 0.12% | – |
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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% |