VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 472 filers reported holding VANGUARD WORLD FDS in Q4 2018. The put-call ratio across all filers is 3.13 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,863,107 | -10.6% | 16,432 | -6.8% | 0.54% | -16.0% |
Q2 2023 | $4,318,742 | +5.9% | 17,640 | +3.1% | 0.64% | +5.6% |
Q1 2023 | $4,078,972 | -2.7% | 17,105 | +1.2% | 0.60% | -6.5% |
Q4 2022 | $4,192,295 | +11.3% | 16,901 | +0.4% | 0.65% | +13.3% |
Q3 2022 | $3,766,000 | -2.7% | 16,837 | +2.4% | 0.57% | +1.2% |
Q2 2022 | $3,872,000 | +5.4% | 16,445 | +9.5% | 0.56% | +8.9% |
Q1 2022 | $3,672,000 | -1.7% | 15,019 | +7.1% | 0.52% | -2.8% |
Q4 2021 | $3,735,000 | +1.3% | 14,021 | -5.7% | 0.53% | -0.7% |
Q3 2021 | $3,686,000 | +3.1% | 14,862 | +2.8% | 0.54% | +0.9% |
Q2 2021 | $3,574,000 | +28.1% | 14,462 | +18.5% | 0.53% | +17.7% |
Q1 2021 | $2,791,000 | +33.3% | 12,201 | +30.4% | 0.45% | +28.5% |
Q4 2020 | $2,093,000 | +15.8% | 9,355 | +5.5% | 0.35% | +13.6% |
Q3 2020 | $1,808,000 | +12.1% | 8,866 | +5.9% | 0.31% | +4.7% |
Q2 2020 | $1,613,000 | +191.2% | 8,374 | +150.6% | 0.30% | +150.0% |
Q1 2020 | $554,000 | -20.9% | 3,341 | -8.6% | 0.12% | +10.3% |
Q4 2019 | $700,000 | +2.3% | 3,654 | -10.1% | 0.11% | -9.3% |
Q3 2019 | $684,000 | -25.8% | 4,066 | -23.3% | 0.12% | -24.8% |
Q2 2019 | $922,000 | +92.1% | 5,302 | +90.3% | 0.16% | +72.5% |
Q1 2019 | $480,000 | -12.2% | 2,786 | -18.2% | 0.09% | -5.2% |
Q4 2018 | $547,000 | -99.4% | 3,407 | +581.4% | 0.10% | +638.5% |
Q3 2018 | $90,205,000 | – | 500 | – | 0.01% | – |
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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% |