VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 722 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $3,750,698 | +6.4% | 14,961 | -0.3% | 0.43% | -6.7% |
| Q3 2023 | $3,526,422 | -5.4% | 15,000 | -1.4% | 0.46% | -3.4% |
| Q2 2023 | $3,725,951 | +1.1% | 15,219 | -1.5% | 0.48% | -5.2% |
| Q1 2023 | $3,686,149 | -4.0% | 15,458 | -0.1% | 0.50% | -8.9% |
| Q4 2022 | $3,839,110 | +14.6% | 15,477 | +3.4% | 0.55% | +6.0% |
| Q3 2022 | $3,349,883 | -4.7% | 14,975 | +0.3% | 0.52% | +2.0% |
| Q2 2022 | $3,515,753 | -15.4% | 14,929 | -8.6% | 0.51% | -2.7% |
| Q1 2022 | $4,154,246 | -13.7% | 16,331 | -9.6% | 0.52% | -12.4% |
| Q4 2021 | $4,813,794 | +13.0% | 18,068 | +4.8% | 0.60% | +0.8% |
| Q3 2021 | $4,259,592 | +3.7% | 17,234 | +3.7% | 0.59% | +4.4% |
| Q2 2021 | $4,108,326 | +11.3% | 16,624 | +3.0% | 0.57% | +0.9% |
| Q1 2021 | $3,692,826 | +9.4% | 16,144 | +7.0% | 0.56% | -7.2% |
| Q4 2020 | $3,376,198 | +16.7% | 15,091 | +6.4% | 0.61% | +3.4% |
| Q3 2020 | $2,893,210 | +16.0% | 14,182 | +9.5% | 0.59% | +5.2% |
| Q2 2020 | $2,494,322 | +17.4% | 12,947 | +1.2% | 0.56% | +1.8% |
| Q1 2020 | $2,124,020 | -17.3% | 12,788 | -4.5% | 0.55% | 0.0% |
| Q4 2019 | $2,568,112 | +30.3% | 13,394 | +13.9% | 0.55% | +20.7% |
| Q3 2019 | $1,971,246 | -6.7% | 11,756 | -3.3% | 0.45% | -9.9% |
| Q2 2019 | $2,113,545 | +6.8% | 12,151 | +5.9% | 0.50% | +2.0% |
| Q1 2019 | $1,979,036 | +6.7% | 11,474 | -0.6% | 0.49% | -6.4% |
| Q4 2018 | $1,854,288 | -7.9% | 11,546 | +3.4% | 0.53% | +14.5% |
| Q3 2018 | $2,013,736 | +16.2% | 11,162 | +2.5% | 0.46% | +8.0% |
| Q2 2018 | $1,733,035 | +12.6% | 10,890 | +8.6% | 0.43% | +6.0% |
| Q1 2018 | $1,539,599 | +22.4% | 10,028 | +22.9% | 0.40% | +21.0% |
| Q4 2017 | $1,257,474 | +26.7% | 8,158 | +25.2% | 0.33% | +14.4% |
| Q3 2017 | $992,256 | +259.1% | 6,516 | +247.5% | 0.29% | +216.3% |
| Q2 2017 | $276,319 | +30.2% | 1,875 | +21.8% | 0.09% | +26.0% |
| Q1 2017 | $212,243 | +18.7% | 1,540 | +9.2% | 0.07% | +9.0% |
| Q4 2016 | $178,746 | +572.5% | 1,410 | +605.0% | 0.07% | +570.0% |
| Q3 2016 | $26,578 | +1.8% | 200 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $26,098 | +5.8% | 200 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $24,660 | – | 200 | – | 0.01% | – |
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% |