VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.75 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $589,000 | -44.8% | 2,382 | -62.9% | 0.13% | -59.4% |
| Q1 2020 | $1,067,000 | -36.0% | 6,425 | -26.1% | 0.32% | -16.3% |
| Q4 2019 | $1,668,000 | -42.8% | 8,700 | -50.0% | 0.39% | +9.3% |
| Q3 2019 | $2,918,000 | +92.9% | 17,400 | +100.0% | 0.35% | 0.0% |
| Q2 2019 | $1,513,000 | +36.7% | 8,700 | +35.6% | 0.35% | +29.8% |
| Q1 2019 | $1,107,000 | +7.9% | 6,417 | +0.5% | 0.27% | -5.6% |
| Q4 2018 | $1,026,000 | +48.1% | 6,387 | +66.4% | 0.29% | +46.9% |
| Q3 2018 | $693,000 | +13.6% | 3,839 | 0.0% | 0.20% | +7.1% |
| Q2 2018 | $610,000 | +3.6% | 3,839 | 0.0% | 0.18% | 0.0% |
| Q1 2018 | $589,000 | -0.5% | 3,839 | 0.0% | 0.18% | -5.2% |
| Q4 2017 | $592,000 | +1.2% | 3,839 | 0.0% | 0.19% | +7.8% |
| Q3 2017 | $585,000 | +3.4% | 3,839 | 0.0% | 0.18% | -9.6% |
| Q2 2017 | $566,000 | +7.0% | 3,839 | 0.0% | 0.20% | +5.3% |
| Q1 2017 | $529,000 | – | 3,839 | – | 0.19% | – |
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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% |