VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 591 filers reported holding VANGUARD WORLD FDS in Q2 2020. The put-call ratio across all filers is 0.82 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $727,000 | +33.9% | 3,564 | +26.4% | 0.03% | -33.3% |
| Q2 2020 | $543,000 | +13.6% | 2,820 | -2.0% | 0.04% | -7.1% |
| Q1 2020 | $478,000 | -19.4% | 2,879 | -7.0% | 0.04% | +5.0% |
| Q4 2019 | $593,000 | +9.4% | 3,095 | -4.2% | 0.04% | 0.0% |
| Q3 2019 | $542,000 | -17.0% | 3,230 | -13.9% | 0.04% | -18.4% |
| Q2 2019 | $653,000 | +3.5% | 3,752 | +2.5% | 0.05% | +2.1% |
| Q1 2019 | $631,000 | +7.3% | 3,660 | 0.0% | 0.05% | -7.7% |
| Q4 2018 | $588,000 | -12.1% | 3,660 | -1.3% | 0.05% | -5.5% |
| Q3 2018 | $669,000 | +7.9% | 3,709 | -4.9% | 0.06% | -1.8% |
| Q2 2018 | $620,000 | +3.2% | 3,899 | -0.4% | 0.06% | -1.8% |
| Q1 2018 | $601,000 | -11.2% | 3,914 | -10.9% | 0.06% | -13.6% |
| Q4 2017 | $677,000 | -2.9% | 4,394 | -4.0% | 0.07% | -13.2% |
| Q3 2017 | $697,000 | -2.5% | 4,578 | -5.6% | 0.08% | -10.6% |
| Q2 2017 | $715,000 | +22.0% | 4,849 | +14.0% | 0.08% | +2.4% |
| Q1 2017 | $586,000 | +8.7% | 4,255 | 0.0% | 0.08% | +2.5% |
| Q4 2016 | $539,000 | -4.6% | 4,255 | 0.0% | 0.08% | -8.0% |
| Q3 2016 | $565,000 | +3.1% | 4,255 | +1.3% | 0.09% | -3.3% |
| Q2 2016 | $548,000 | +69.1% | 4,200 | +59.7% | 0.09% | +59.6% |
| Q1 2016 | $324,000 | -7.2% | 2,630 | 0.0% | 0.06% | -12.3% |
| Q4 2015 | $349,000 | – | 2,630 | – | 0.06% | – |
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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% |