VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 728 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 1.03 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,671,195 | -17.9% | 7,108 | -14.5% | 0.19% | -16.6% |
| Q2 2023 | $2,034,837 | -4.6% | 8,312 | -7.1% | 0.23% | -16.1% |
| Q1 2023 | $2,133,990 | +0.8% | 8,949 | +4.9% | 0.27% | -6.5% |
| Q4 2022 | $2,117,111 | +14.0% | 8,535 | +2.8% | 0.29% | +6.6% |
| Q3 2022 | $1,857,000 | -2.8% | 8,301 | +2.4% | 0.27% | +3.0% |
| Q2 2022 | $1,910,000 | -8.2% | 8,110 | -0.9% | 0.27% | +2.3% |
| Q1 2022 | $2,081,000 | -11.1% | 8,180 | -6.9% | 0.26% | -8.5% |
| Q4 2021 | $2,341,000 | +14.0% | 8,787 | +5.8% | 0.28% | +1.4% |
| Q3 2021 | $2,053,000 | -3.1% | 8,306 | -3.1% | 0.28% | -30.3% |
| Q2 2021 | $2,119,000 | +5.9% | 8,574 | -1.9% | 0.40% | -0.7% |
| Q1 2021 | $2,001,000 | +9.2% | 8,739 | +6.8% | 0.40% | -5.8% |
| Q4 2020 | $1,833,000 | +11.1% | 8,183 | +0.8% | 0.43% | -4.2% |
| Q3 2020 | $1,650,000 | +8.6% | 8,119 | +3.2% | 0.45% | -1.5% |
| Q2 2020 | $1,519,000 | +16.9% | 7,867 | +0.4% | 0.46% | -3.2% |
| Q1 2020 | $1,299,000 | -23.6% | 7,833 | -11.5% | 0.47% | -2.3% |
| Q4 2019 | $1,700,000 | +12.9% | 8,846 | -1.2% | 0.48% | +3.4% |
| Q3 2019 | $1,506,000 | -8.6% | 8,954 | -5.5% | 0.47% | -1.7% |
| Q2 2019 | $1,647,000 | +3.5% | 9,474 | +2.1% | 0.47% | 0.0% |
| Q1 2019 | $1,592,000 | +11.6% | 9,275 | +4.4% | 0.47% | +3.3% |
| Q4 2018 | $1,426,000 | -16.8% | 8,881 | -6.7% | 0.46% | -7.1% |
| Q3 2018 | $1,714,000 | +32.7% | 9,520 | +17.2% | 0.49% | +19.9% |
| Q2 2018 | $1,292,000 | +16.4% | 8,120 | +9.2% | 0.41% | +9.3% |
| Q1 2018 | $1,110,000 | -2.2% | 7,436 | +3.3% | 0.38% | +6.8% |
| Q4 2017 | $1,135,000 | +14.3% | 7,196 | +11.1% | 0.35% | -6.1% |
| Q3 2017 | $993,000 | +18.4% | 6,477 | +13.6% | 0.38% | +2.2% |
| Q2 2017 | $839,000 | +31.3% | 5,703 | +23.0% | 0.37% | +20.3% |
| Q1 2017 | $639,000 | +10.4% | 4,638 | +4.0% | 0.31% | -9.5% |
| Q4 2016 | $579,000 | – | 4,461 | – | 0.34% | – |
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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% |