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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $644,644 | -4.0% | 2,742 | 0.0% | 0.16% | -1.2% |
| Q2 2023 | $671,296 | +2.7% | 2,742 | 0.0% | 0.17% | -5.1% |
| Q1 2023 | $653,857 | -3.9% | 2,742 | 0.0% | 0.18% | -5.4% |
| Q4 2022 | $680,153 | +11.0% | 2,742 | 0.0% | 0.19% | +10.1% |
| Q3 2022 | $613,000 | -49.5% | 2,742 | -46.7% | 0.17% | -44.0% |
| Q2 2022 | $1,213,000 | -7.4% | 5,149 | -90.0% | 0.30% | +9.4% |
| Q1 2022 | $1,310,000 | -12.6% | 51,490 | +815.9% | 0.28% | -0.7% |
| Q4 2021 | $1,498,000 | -0.6% | 5,622 | -7.8% | 0.28% | -9.2% |
| Q3 2021 | $1,507,000 | +16.1% | 6,099 | +16.1% | 0.31% | +21.4% |
| Q2 2021 | $1,298,000 | +8.1% | 5,251 | 0.0% | 0.25% | -9.0% |
| Q1 2021 | $1,201,000 | +2.2% | 5,251 | 0.0% | 0.28% | +0.4% |
| Q4 2020 | $1,175,000 | +9.7% | 5,251 | 0.0% | 0.28% | -0.7% |
| Q3 2020 | $1,071,000 | +5.8% | 5,251 | 0.0% | 0.28% | -8.9% |
| Q2 2020 | $1,012,000 | +20.8% | 5,251 | 0.0% | 0.30% | -8.4% |
| Q1 2020 | $838,000 | -16.8% | 5,251 | 0.0% | 0.33% | +7.4% |
| Q4 2019 | $1,007,000 | +14.4% | 5,251 | 0.0% | 0.31% | +25.0% |
| Q3 2019 | $880,000 | -3.6% | 5,251 | 0.0% | 0.25% | -20.5% |
| Q2 2019 | $913,000 | +0.8% | 5,251 | 0.0% | 0.31% | -3.4% |
| Q1 2019 | $906,000 | +7.5% | 5,251 | 0.0% | 0.32% | +20.5% |
| Q4 2018 | $843,000 | -11.0% | 5,251 | 0.0% | 0.27% | -6.9% |
| Q3 2018 | $947,000 | +12.3% | 5,251 | 0.0% | 0.29% | +114.9% |
| Q4 2017 | $843,000 | – | 5,251 | – | 0.13% | – |
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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% |