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 | $776,541 | -3.8% | 3,303 | +0.2% | 0.09% | +1.1% |
Q2 2023 | $806,936 | +21.5% | 3,296 | +18.4% | 0.09% | +17.7% |
Q1 2023 | $663,882 | -3.7% | 2,784 | +0.1% | 0.08% | -10.2% |
Q4 2022 | $689,460 | +123.9% | 2,780 | +101.6% | 0.09% | +104.7% |
Q3 2022 | $308,000 | -5.2% | 1,379 | 0.0% | 0.04% | +7.5% |
Q2 2022 | $325,000 | +26.5% | 1,379 | +36.4% | 0.04% | +42.9% |
Q1 2022 | $257,000 | -4.5% | 1,011 | 0.0% | 0.03% | -3.4% |
Q4 2021 | $269,000 | +7.6% | 1,011 | 0.0% | 0.03% | +3.6% |
Q3 2021 | $250,000 | 0.0% | 1,011 | 0.0% | 0.03% | 0.0% |
Q2 2021 | $250,000 | +8.2% | 1,011 | 0.0% | 0.03% | +3.7% |
Q1 2021 | $231,000 | +2.2% | 1,011 | 0.0% | 0.03% | 0.0% |
Q4 2020 | $226,000 | +9.7% | 1,011 | 0.0% | 0.03% | -3.6% |
Q3 2020 | $206,000 | -3.7% | 1,011 | -27.5% | 0.03% | -40.4% |
Q1 2018 | $214,000 | -0.5% | 1,395 | 0.0% | 0.05% | +9.3% |
Q4 2017 | $215,000 | +1.4% | 1,395 | 0.0% | 0.04% | +26.5% |
Q3 2017 | $212,000 | -21.8% | 1,395 | -24.2% | 0.03% | -41.4% |
Q2 2017 | $271,000 | – | 1,841 | – | 0.06% | – |
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% |