VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 472 filers reported holding VANGUARD WORLD FDS in Q4 2018. The put-call ratio across all filers is 3.13 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $66,299 | -5.2% | 282 | 0.0% | 0.02% | -11.8% |
| Q2 2023 | $69,951 | 0.0% | 282 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $69,951 | +0.0% | 282 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $69,950 | +6.0% | 282 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $66,000 | -2.9% | 282 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $68,000 | -5.6% | 282 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $72,000 | -4.0% | 282 | 0.0% | 0.02% | -5.6% |
| Q4 2021 | $75,000 | -5.1% | 282 | -11.3% | 0.02% | -14.3% |
| Q3 2021 | $79,000 | 0.0% | 318 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $79,000 | +8.2% | 318 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $73,000 | +2.8% | 318 | 0.0% | 0.02% | -8.7% |
| Q4 2020 | $71,000 | +9.2% | 318 | 0.0% | 0.02% | +76.9% |
| Q3 2020 | $65,000 | +6.6% | 318 | 0.0% | 0.01% | -43.5% |
| Q2 2020 | $61,000 | +15.1% | 318 | 0.0% | 0.02% | -11.5% |
| Q1 2020 | $53,000 | -13.1% | 318 | 0.0% | 0.03% | +4.0% |
| Q4 2019 | $61,000 | +15.1% | 318 | 0.0% | 0.02% | +38.9% |
| Q3 2019 | $53,000 | -3.6% | 318 | 0.0% | 0.02% | -18.2% |
| Q2 2019 | $55,000 | +139.1% | 318 | +133.8% | 0.02% | +120.0% |
| Q1 2019 | $23,000 | -8.0% | 136 | -12.8% | 0.01% | -16.7% |
| Q4 2018 | $25,000 | – | 156 | – | 0.01% | – |
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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% |