VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 385 filers reported holding VANGUARD WORLD FDS in Q4 2017. The put-call ratio across all filers is 0.40 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $856,000 | -6.4% | 3,828 | -1.4% | 0.07% | 0.0% |
Q2 2022 | $915,000 | -7.5% | 3,884 | -0.1% | 0.07% | +4.2% |
Q1 2022 | $989,000 | -4.5% | 3,888 | 0.0% | 0.07% | -4.1% |
Q4 2021 | $1,036,000 | +6.3% | 3,888 | -1.4% | 0.07% | -5.1% |
Q3 2021 | $975,000 | -2.6% | 3,944 | -2.6% | 0.08% | -6.0% |
Q2 2021 | $1,001,000 | +8.1% | 4,049 | +0.0% | 0.08% | -6.7% |
Q1 2021 | $926,000 | +36.6% | 4,047 | +33.5% | 0.09% | +29.0% |
Q4 2020 | $678,000 | +14.9% | 3,032 | +4.9% | 0.07% | 0.0% |
Q3 2020 | $590,000 | +5.0% | 2,891 | -0.8% | 0.07% | -6.8% |
Q2 2020 | $562,000 | +16.8% | 2,915 | +0.6% | 0.07% | -2.6% |
Q1 2020 | $481,000 | -13.3% | 2,898 | +0.0% | 0.08% | +10.1% |
Q4 2019 | $555,000 | +9.5% | 2,897 | -4.2% | 0.07% | -1.4% |
Q3 2019 | $507,000 | -3.6% | 3,025 | 0.0% | 0.07% | -4.1% |
Q2 2019 | $526,000 | +5.0% | 3,025 | +0.9% | 0.07% | 0.0% |
Q1 2019 | $501,000 | +46.1% | 2,997 | +40.2% | 0.07% | +25.9% |
Q4 2018 | $343,000 | +9.2% | 2,138 | +22.9% | 0.06% | +18.4% |
Q3 2018 | $314,000 | +13.8% | 1,739 | +0.2% | 0.05% | +6.5% |
Q2 2018 | $276,000 | -2.5% | 1,736 | -5.7% | 0.05% | -4.2% |
Q1 2018 | $283,000 | +6.0% | 1,841 | +6.1% | 0.05% | +6.7% |
Q4 2017 | $267,000 | +26.5% | 1,735 | +25.2% | 0.04% | +21.6% |
Q3 2017 | $211,000 | +3.4% | 1,386 | +0.1% | 0.04% | -2.6% |
Q2 2017 | $204,000 | – | 1,385 | – | 0.04% | – |
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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% |