VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 698 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.88 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $262,000 | +8.7% | 1,031 | +14.2% | 0.02% | -5.3% |
| Q4 2021 | $241,000 | +3.9% | 903 | -3.7% | 0.02% | -5.0% |
| Q3 2021 | $232,000 | +1.8% | 938 | +1.8% | 0.02% | 0.0% |
| Q2 2021 | $228,000 | -65.5% | 921 | -68.8% | 0.02% | -74.0% |
| Q4 2020 | $661,000 | -13.8% | 2,953 | -21.4% | 0.08% | -24.5% |
| Q3 2020 | $767,000 | -8.3% | 3,758 | -13.4% | 0.10% | -15.0% |
| Q2 2020 | $836,000 | -27.7% | 4,338 | -37.7% | 0.12% | -34.1% |
| Q1 2020 | $1,157,000 | -65.9% | 6,964 | -60.6% | 0.18% | -59.1% |
| Q4 2019 | $3,391,000 | +34.4% | 17,687 | +17.6% | 0.44% | +17.7% |
| Q3 2019 | $2,523,000 | -3.8% | 15,045 | -0.3% | 0.38% | -8.7% |
| Q2 2019 | $2,624,000 | – | 15,084 | – | 0.41% | – |
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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% |