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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $261,000 | +8.3% | 1,055 | 0.0% | 0.08% | +7.1% |
| Q1 2021 | $241,000 | +2.1% | 1,055 | 0.0% | 0.07% | -11.4% |
| Q4 2020 | $236,000 | +9.8% | 1,055 | 0.0% | 0.08% | -2.5% |
| Q3 2020 | $215,000 | +5.9% | 1,055 | 0.0% | 0.08% | -3.6% |
| Q2 2020 | $203,000 | +0.5% | 1,055 | 0.0% | 0.08% | +3.7% |
| Q4 2019 | $202,000 | -11.8% | 1,055 | -19.8% | 0.08% | -15.6% |
| Q2 2019 | $229,000 | +0.9% | 1,315 | 0.0% | 0.10% | +5.5% |
| Q1 2019 | $227,000 | +7.6% | 1,315 | 0.0% | 0.09% | +4.6% |
| Q4 2018 | $211,000 | -5.8% | 1,315 | 0.0% | 0.09% | -5.4% |
| Q3 2018 | $224,000 | -78.6% | 1,315 | -80.0% | 0.09% | -76.8% |
| Q2 2018 | $1,045,000 | +3.7% | 6,566 | 0.0% | 0.40% | +6.2% |
| Q1 2018 | $1,008,000 | -0.4% | 6,566 | 0.0% | 0.37% | +1.4% |
| Q4 2017 | $1,012,000 | – | 6,566 | – | 0.37% | – |
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% |