VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 570 filers reported holding VANGUARD WORLD FDS in Q4 2019. The put-call ratio across all filers is 0.67 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $170,000 | -1.7% | 761 | +3.5% | 0.02% | +15.8% |
Q2 2022 | $173,000 | -11.7% | 735 | -4.4% | 0.02% | -9.5% |
Q1 2022 | $196,000 | +51.9% | 769 | +59.2% | 0.02% | +50.0% |
Q4 2021 | $129,000 | -57.1% | 483 | -60.2% | 0.01% | -58.8% |
Q3 2021 | $301,000 | +2.0% | 1,215 | +1.8% | 0.03% | +6.2% |
Q2 2021 | $295,000 | -96.8% | 1,193 | -97.0% | 0.03% | -97.7% |
Q1 2021 | $9,180,000 | +2.6% | 40,132 | +0.3% | 1.37% | -14.0% |
Q4 2020 | $8,951,000 | +10.6% | 40,008 | +0.8% | 1.59% | -6.1% |
Q3 2020 | $8,095,000 | +0.9% | 39,682 | -0.0% | 1.70% | -1.6% |
Q2 2020 | $8,026,000 | +8.2% | 39,697 | +0.4% | 1.72% | -12.4% |
Q1 2020 | $7,415,000 | +2.6% | 39,543 | +7.6% | 1.97% | +15.9% |
Q4 2019 | $7,225,000 | +2744.5% | 36,737 | +2131.9% | 1.70% | +638.3% |
Q4 2017 | $254,000 | +4.1% | 1,646 | +2.7% | 0.23% | +4.1% |
Q3 2017 | $244,000 | +10.9% | 1,603 | +7.6% | 0.22% | +56.7% |
Q2 2017 | $220,000 | – | 1,490 | – | 0.14% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Pariax, LLC | 18,636 | $4,443,941 | 13.52% |
PGIM Custom Harvest LLC | 931,201 | $222,054,294 | 9.21% |
AMI INVESTMENT MANAGEMENT INC | 79,910 | $19,055,338 | 8.89% |
Allied Investment Advisors, LLC | 117,886 | $28,111,096 | 8.71% |
EXECUTIVE WEALTH GROUP LLC | 50,777 | $12,108,312 | 8.57% |
BCM ADVISORS, LLC | 107,056 | $26,473,878 | 7.16% |
Morningstar Investment Management LLC | 199,110 | $47,480 | 7.06% |
Essex Private Wealth Management, LLC | 7,902 | $1,884,250 | 6.84% |
PARAGON FINANCIAL PARTNERS, INC. | 27,101 | $6,462,422 | 6.77% |
Wealth Management Solutions, LLC | 48,001 | $11,446,226 | 6.59% |