VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 291 filers reported holding VANGUARD WORLD FDS in Q4 2016. The put-call ratio across all filers is 0.63 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $8,839,000 | +9.5% | 39,508 | -0.2% | 4.54% | -7.9% |
| Q3 2020 | $8,074,000 | +7.8% | 39,579 | +1.8% | 4.93% | +6.8% |
| Q2 2020 | $7,490,000 | +26.6% | 38,876 | +9.1% | 4.61% | +14.8% |
| Q1 2020 | $5,917,000 | -15.3% | 35,627 | -12.0% | 4.02% | +16.4% |
| Q1 2019 | $6,985,000 | +15.7% | 40,499 | +7.7% | 3.45% | +2.8% |
| Q4 2018 | $6,038,000 | +33.6% | 37,599 | +27.8% | 3.36% | +28.8% |
| Q1 2018 | $4,518,000 | -2.3% | 29,428 | -1.9% | 2.61% | -14.2% |
| Q4 2017 | $4,622,000 | +1232.0% | 29,984 | +995.9% | 3.04% | +1116.8% |
| Q4 2016 | $347,000 | -3.9% | 2,736 | +0.7% | 0.25% | -2.7% |
| Q3 2016 | $361,000 | +2.0% | 2,717 | +0.1% | 0.26% | +3.6% |
| Q2 2016 | $354,000 | +25.5% | 2,714 | +18.7% | 0.25% | +21.6% |
| Q1 2016 | $282,000 | -68.8% | 2,286 | -66.4% | 0.20% | -72.2% |
| Q4 2015 | $903,000 | – | 6,794 | – | 0.73% | – |
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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% |