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 | $234,160 | -4.0% | 996 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $243,841 | +2.7% | 996 | 0.0% | 0.02% | -4.5% |
| Q1 2023 | $237,507 | +17.0% | 996 | +25.1% | 0.02% | +57.1% |
| Q1 2022 | $203,000 | -36.2% | 796 | -33.4% | 0.01% | -33.3% |
| Q4 2021 | $318,000 | +7.8% | 1,196 | 0.0% | 0.02% | -4.5% |
| Q3 2021 | $295,000 | -1.7% | 1,196 | -1.6% | 0.02% | 0.0% |
| Q2 2021 | $300,000 | +7.9% | 1,216 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $278,000 | +20.9% | 1,216 | +18.5% | 0.02% | +15.8% |
| Q4 2020 | $230,000 | +2.2% | 1,026 | -6.8% | 0.02% | -9.5% |
| Q3 2020 | $225,000 | +8.7% | 1,101 | +2.4% | 0.02% | +5.0% |
| Q2 2020 | $207,000 | -5.9% | 1,075 | -27.9% | 0.02% | -31.0% |
| Q2 2017 | $220,000 | +7.3% | 1,490 | 0.0% | 0.03% | +7.4% |
| Q1 2017 | $205,000 | – | 1,490 | – | 0.03% | – |
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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% |