VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 698 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.88 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,923 | -4.8% | 20,940 | -0.9% | 1.51% | +2.2% |
| Q2 2023 | $5,171 | -0.7% | 21,121 | -3.3% | 1.48% | -2.7% |
| Q1 2023 | $5,209 | -3.7% | 21,846 | +0.2% | 1.52% | -7.4% |
| Q4 2022 | $5,410 | -99.9% | 21,809 | -2.4% | 1.64% | +0.6% |
| Q3 2022 | $4,996,000 | -5.7% | 22,336 | -0.7% | 1.63% | +3.0% |
| Q2 2022 | $5,300,000 | -7.1% | 22,503 | +0.4% | 1.58% | +5.3% |
| Q1 2022 | $5,704,000 | -3.5% | 22,422 | +1.0% | 1.50% | -1.8% |
| Q4 2021 | $5,912,000 | +9.1% | 22,192 | +1.2% | 1.53% | -0.5% |
| Q3 2021 | $5,421,000 | +0.2% | 21,930 | +0.2% | 1.54% | -1.6% |
| Q2 2021 | $5,410,000 | +23.2% | 21,893 | +14.0% | 1.56% | +0.5% |
| Q1 2021 | $4,392,000 | +7.0% | 19,203 | +4.7% | 1.56% | -4.4% |
| Q4 2020 | $4,103,000 | +8.5% | 18,340 | -1.0% | 1.63% | -2.2% |
| Q3 2020 | $3,780,000 | +11.9% | 18,531 | +5.6% | 1.66% | +2.3% |
| Q2 2020 | $3,379,000 | +20.7% | 17,542 | +4.1% | 1.63% | +4.3% |
| Q1 2020 | $2,800,000 | -12.6% | 16,855 | +0.9% | 1.56% | +4.1% |
| Q4 2019 | $3,203,000 | +31.9% | 16,705 | +15.4% | 1.50% | +18.7% |
| Q3 2019 | $2,428,000 | -1.8% | 14,480 | +1.9% | 1.26% | -6.6% |
| Q2 2019 | $2,472,000 | +25.2% | 14,210 | +24.1% | 1.35% | +18.8% |
| Q1 2019 | $1,975,000 | +48.6% | 11,450 | +38.4% | 1.14% | +32.5% |
| Q4 2018 | $1,329,000 | +2152.5% | 8,276 | +2423.2% | 0.86% | +2283.3% |
| Q3 2018 | $59,000 | +55.3% | 328 | +34.4% | 0.04% | +38.5% |
| Q2 2018 | $38,000 | +192.3% | 244 | +190.5% | 0.03% | +160.0% |
| Q1 2018 | $13,000 | 0.0% | 84 | 0.0% | 0.01% | +11.1% |
| Q4 2017 | $13,000 | 0.0% | 84 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $13,000 | +8.3% | 84 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $12,000 | 0.0% | 84 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $12,000 | – | 84 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Morningstar Investment Management LLC | 340,321 | $80,009 | 11.96% |
| Pariax, LLC | 14,707 | $3,457,616 | 10.79% |
| Allied Investment Advisors, LLC | 124,596 | $29,292,520 | 8.76% |
| PGIM Custom Harvest LLC | 934,559 | $219,714,921 | 8.11% |
| Wealth Management Solutions, LLC | 47,169 | $11,089,475 | 7.60% |
| PARAGON FINANCIAL PARTNERS, INC. | 27,447 | $6,452,689 | 6.70% |
| Main Management ETF Advisors, LLC | 397,065 | $93,350 | 6.63% |
| Essex Private Wealth Management, LLC | 7,939 | $1,866,489 | 6.38% |
| ASSET PLANNING CORPORATION | 33,870 | $7,963,414 | 6.13% |
| Beacon Capital Management, Inc. | 665,273 | $156,405,682 | 5.80% |