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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $758,782 | -5.2% | 3,227 | -1.3% | 0.26% | -1.9% |
Q2 2023 | $800,754 | +2.7% | 3,271 | 0.0% | 0.26% | -2.2% |
Q1 2023 | $779,952 | +4.6% | 3,271 | -1.9% | 0.27% | -7.9% |
Q3 2022 | $746,000 | -1.6% | 3,334 | +3.5% | 0.29% | -6.7% |
Q2 2022 | $758,000 | -6.5% | 3,221 | +1.0% | 0.31% | +7.9% |
Q1 2022 | $811,000 | -4.4% | 3,188 | +0.2% | 0.29% | -15.2% |
Q4 2021 | $848,000 | +23.4% | 3,181 | +14.4% | 0.34% | +14.0% |
Q3 2021 | $687,000 | 0.0% | 2,781 | 0.0% | 0.30% | 0.0% |
Q2 2021 | $687,000 | +56.1% | 2,781 | +44.5% | 0.30% | +42.2% |
Q1 2021 | $440,000 | +13.1% | 1,924 | +10.6% | 0.21% | +46.5% |
Q4 2020 | $389,000 | +15.4% | 1,739 | +5.1% | 0.14% | +3.6% |
Q3 2020 | $337,000 | +55.3% | 1,654 | +47.2% | 0.14% | +29.9% |
Q2 2020 | $217,000 | +33.1% | 1,124 | +14.6% | 0.11% | +3.9% |
Q1 2020 | $163,000 | -13.3% | 981 | +0.1% | 0.10% | +24.1% |
Q4 2019 | $188,000 | +18.2% | 980 | +3.0% | 0.08% | +6.4% |
Q3 2019 | $159,000 | -3.6% | 951 | 0.0% | 0.08% | -8.2% |
Q2 2019 | $165,000 | +0.6% | 951 | 0.0% | 0.08% | -3.4% |
Q1 2019 | $164,000 | +7.2% | 951 | 0.0% | 0.09% | +7.3% |
Q4 2018 | $153,000 | -7.3% | 951 | +4.3% | 0.08% | +2.5% |
Q3 2018 | $165,000 | -1.8% | 912 | -13.8% | 0.08% | -19.2% |
Q2 2018 | $168,000 | -6.1% | 1,058 | -9.0% | 0.10% | -9.2% |
Q1 2018 | $179,000 | 0.0% | 1,163 | 0.0% | 0.11% | -0.9% |
Q4 2017 | $179,000 | +15.5% | 1,163 | +14.4% | 0.11% | +11.1% |
Q3 2017 | $155,000 | +3.3% | 1,017 | 0.0% | 0.10% | -2.0% |
Q2 2017 | $150,000 | +141.9% | 1,017 | +125.0% | 0.10% | +134.9% |
Q1 2017 | $62,000 | -45.6% | 452 | -49.8% | 0.04% | -50.6% |
Q4 2016 | $114,000 | – | 901 | – | 0.09% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Pariax, LLC | 18,636 | $4,443,941 | 13.52% |
PGIM Custom Harvest LLC | 931,201 | $222,054,294 | 9.21% |
AMI INVESTMENT MANAGEMENT INC | 79,910 | $19,055,338 | 8.89% |
Allied Investment Advisors, LLC | 117,886 | $28,111,096 | 8.71% |
BCM ADVISORS, LLC | 107,056 | $26,473,878 | 7.16% |
Morningstar Investment Management LLC | 199,110 | $47,480 | 7.08% |
Essex Private Wealth Management, LLC | 7,902 | $1,884,250 | 6.84% |
PARAGON FINANCIAL PARTNERS, INC. | 27,101 | $6,462,422 | 6.77% |
Wealth Management Solutions, LLC | 48,001 | $11,446,226 | 6.59% |
ASSET PLANNING CORPORATION | 31,046 | $7,403,150 | 5.95% |