VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 762 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $585,739 | -2.0% | 2,491 | +2.0% | 0.06% | -3.4% |
| Q2 2023 | $597,745 | +2.0% | 2,442 | -0.6% | 0.06% | -14.5% |
| Q1 2023 | $585,794 | -3.9% | 2,457 | 0.0% | 0.07% | -4.2% |
| Q4 2022 | $609,543 | +229.5% | 2,457 | +196.4% | 0.07% | +200.0% |
| Q3 2022 | $185,000 | -5.1% | 829 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $195,000 | -7.6% | 829 | 0.0% | 0.02% | +4.3% |
| Q1 2022 | $211,000 | -9.4% | 829 | -5.1% | 0.02% | -17.9% |
| Q4 2021 | $233,000 | +7.9% | 874 | 0.0% | 0.03% | +3.7% |
| Q3 2021 | $216,000 | 0.0% | 874 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $216,000 | -5.3% | 874 | -12.3% | 0.03% | -15.6% |
| Q1 2021 | $228,000 | -2.1% | 997 | -4.3% | 0.03% | -8.6% |
| Q4 2020 | $233,000 | +9.4% | 1,042 | 0.0% | 0.04% | -12.5% |
| Q3 2020 | $213,000 | +15.8% | 1,042 | +9.2% | 0.04% | +8.1% |
| Q2 2020 | $184,000 | +16.5% | 954 | 0.0% | 0.04% | -5.1% |
| Q1 2020 | $158,000 | -83.4% | 954 | -80.8% | 0.04% | -84.7% |
| Q4 2019 | $953,000 | -36.4% | 4,970 | -44.4% | 0.26% | -39.0% |
| Q3 2019 | $1,499,000 | -5.0% | 8,942 | -2.5% | 0.42% | -12.9% |
| Q2 2019 | $1,578,000 | -3.7% | 9,168 | -3.5% | 0.48% | -21.3% |
| Q1 2019 | $1,639,000 | +8.9% | 9,503 | +1.4% | 0.61% | -5.1% |
| Q4 2018 | $1,505,000 | -11.2% | 9,374 | -0.2% | 0.64% | -19.0% |
| Q3 2018 | $1,695,000 | +11.4% | 9,393 | -1.8% | 0.79% | +4.2% |
| Q2 2018 | $1,522,000 | +101.1% | 9,565 | +93.9% | 0.76% | +80.6% |
| Q1 2018 | $757,000 | – | 4,933 | – | 0.42% | – |
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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% |