VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 608 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 0.48 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $236,888 | +10.7% | 955 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $214,000 | -4.9% | 955 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $225,000 | -8.5% | 955 | -1.2% | 0.02% | 0.0% |
| Q1 2022 | $246,000 | -37.6% | 967 | -34.7% | 0.02% | -36.7% |
| Q4 2021 | $394,000 | +7.7% | 1,480 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $366,000 | 0.0% | 1,480 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $366,000 | +8.0% | 1,480 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $339,000 | -47.5% | 1,480 | -48.1% | 0.03% | +3.4% |
| Q4 2020 | $646,000 | +130.7% | 2,854 | +107.7% | 0.03% | +3.6% |
| Q3 2020 | $280,000 | +5.7% | 1,374 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $265,000 | +16.2% | 1,374 | 0.0% | 0.03% | -3.4% |
| Q1 2020 | $228,000 | +39.9% | 1,374 | +61.8% | 0.03% | +61.1% |
| Q4 2019 | $163,000 | +14.8% | 849 | 0.0% | 0.02% | +5.9% |
| Q3 2019 | $142,000 | -4.1% | 849 | 0.0% | 0.02% | -5.6% |
| Q2 2019 | $148,000 | +22.3% | 849 | +21.5% | 0.02% | +28.6% |
| Q1 2019 | $121,000 | +8.0% | 699 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $112,000 | +6.7% | 699 | +20.5% | 0.01% | +16.7% |
| Q3 2018 | $105,000 | +2000.0% | 580 | +1900.0% | 0.01% | +1100.0% |
| Q2 2018 | $5,000 | +25.0% | 29 | 0.0% | 0.00% | – |
| Q1 2018 | $4,000 | -69.2% | 29 | -66.3% | 0.00% | -100.0% |
| Q4 2017 | $13,000 | +44.4% | 86 | +50.9% | 0.00% | +100.0% |
| Q3 2017 | $9,000 | +12.5% | 57 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $8,000 | – | 57 | – | 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% |