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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,227,222 | +59.0% | 5,220 | +65.6% | 0.03% | +73.7% |
| Q2 2023 | $771,673 | -19.1% | 3,152 | -21.2% | 0.02% | -26.9% |
| Q1 2023 | $954,141 | +1136.8% | 4,001 | +1186.5% | 0.03% | +1200.0% |
| Q4 2022 | $77,144 | +10.2% | 311 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $70,000 | +112.1% | 311 | +122.1% | 0.00% | +100.0% |
| Q2 2022 | $33,000 | -8.3% | 140 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $36,000 | -2.7% | 140 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $37,000 | +8.8% | 140 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $34,000 | 0.0% | 140 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $34,000 | -22.7% | 140 | -28.2% | 0.00% | -50.0% |
| Q1 2021 | $44,000 | +2.3% | 195 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $43,000 | +330.0% | 195 | +290.0% | 0.00% | +100.0% |
| Q3 2020 | $10,000 | – | 50 | – | 0.00% | – |
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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% |