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 | $1,826,896 | -4.4% | 7,771 | -0.5% | 0.07% | -2.7% |
| Q2 2023 | $1,911,439 | +0.8% | 7,808 | -1.8% | 0.07% | -6.4% |
| Q1 2023 | $1,895,447 | -13.6% | 7,949 | -10.2% | 0.08% | -20.4% |
| Q4 2022 | $2,195,030 | +6.9% | 8,849 | -3.6% | 0.10% | -7.5% |
| Q3 2022 | $2,054,000 | +9.7% | 9,182 | +15.4% | 0.11% | -14.5% |
| Q2 2022 | $1,873,000 | -15.5% | 7,954 | -8.7% | 0.12% | 0.0% |
| Q1 2022 | $2,217,000 | -0.5% | 8,716 | +4.2% | 0.12% | +5.1% |
| Q4 2021 | $2,228,000 | +4.5% | 8,361 | -3.1% | 0.12% | -6.3% |
| Q3 2021 | $2,133,000 | +16.1% | 8,629 | +16.1% | 0.13% | +15.6% |
| Q2 2021 | $1,837,000 | +4.5% | 7,434 | -3.3% | 0.11% | -9.2% |
| Q1 2021 | $1,758,000 | -0.1% | 7,686 | -2.2% | 0.12% | -8.4% |
| Q4 2020 | $1,759,000 | -14.3% | 7,861 | -21.9% | 0.13% | -26.4% |
| Q3 2020 | $2,052,000 | +71.3% | 10,060 | +61.7% | 0.18% | +50.8% |
| Q2 2020 | $1,198,000 | +31.6% | 6,221 | +13.5% | 0.12% | -4.1% |
| Q1 2020 | $910,000 | -13.7% | 5,481 | -0.3% | 0.12% | +9.8% |
| Q4 2019 | $1,054,000 | – | 5,497 | – | 0.11% | – |
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% |