VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 562 filers reported holding VANGUARD WORLD FDS in Q4 2019. The put-call ratio across all filers is 0.67 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $242,153 | -4.0% | 1,030 | 0.0% | 0.13% | +20.6% |
| Q2 2023 | $252,165 | +2.7% | 1,030 | 0.0% | 0.11% | -15.1% |
| Q1 2023 | $245,614 | -3.9% | 1,030 | 0.0% | 0.13% | -12.5% |
| Q4 2022 | $255,492 | +11.1% | 1,030 | 0.0% | 0.14% | +1.4% |
| Q3 2022 | $230,000 | -5.0% | 1,030 | 0.0% | 0.14% | -2.7% |
| Q2 2022 | $242,000 | -7.6% | 1,030 | 0.0% | 0.15% | -5.2% |
| Q1 2022 | $262,000 | -4.4% | 1,030 | 0.0% | 0.15% | -5.5% |
| Q4 2021 | $274,000 | +7.5% | 1,030 | 0.0% | 0.16% | -9.9% |
| Q2 2021 | $255,000 | +8.1% | 1,030 | 0.0% | 0.18% | -8.6% |
| Q1 2021 | $236,000 | +2.6% | 1,030 | 0.0% | 0.20% | +4.2% |
| Q4 2020 | $230,000 | +9.5% | 1,030 | 0.0% | 0.19% | -9.1% |
| Q3 2020 | $210,000 | +6.1% | 1,030 | 0.0% | 0.21% | -3.7% |
| Q2 2020 | $198,000 | +15.8% | 1,030 | 0.0% | 0.22% | -7.3% |
| Q1 2020 | $171,000 | -1.2% | 1,030 | 0.0% | 0.23% | +21.2% |
| Q3 2019 | $173,000 | -3.4% | 1,030 | 0.0% | 0.19% | -5.4% |
| Q2 2019 | $179,000 | +1391.7% | 1,030 | +1273.3% | 0.20% | +1357.1% |
| Q4 2018 | $12,000 | -25.0% | 75 | -17.6% | 0.01% | -12.5% |
| Q3 2018 | $16,000 | +23.1% | 91 | -9.0% | 0.02% | -11.1% |
| Q3 2016 | $13,000 | – | 100 | – | 0.02% | – |
Download | ||||||
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% |