VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 598 filers reported holding VANGUARD WORLD FDS in Q2 2020. The put-call ratio across all filers is 0.82 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,171,364 | -3.1% | 4,404 | -1.5% | 0.07% | -2.9% |
| Q1 2024 | $1,209,393 | +17.8% | 4,471 | +9.2% | 0.07% | +6.2% |
| Q4 2023 | $1,026,347 | +10.9% | 4,094 | +4.0% | 0.06% | +1.6% |
| Q3 2023 | $925,554 | -7.3% | 3,937 | -3.5% | 0.06% | -6.0% |
| Q2 2023 | $998,662 | +133.4% | 4,079 | +136.5% | 0.07% | +103.0% |
| Q4 2022 | $427,886 | -47.0% | 1,725 | -64.5% | 0.03% | -84.4% |
| Q1 2020 | $807,000 | +5.6% | 4,857 | +22.0% | 0.21% | +9.3% |
| Q4 2019 | $764,000 | +21.1% | 3,982 | +1.3% | 0.19% | -16.0% |
| Q4 2018 | $631,000 | -54.2% | 3,931 | -51.9% | 0.23% | -56.8% |
| Q3 2018 | $1,377,000 | -99.8% | 8,170 | +63.2% | 0.54% | +77.7% |
| Q3 2017 | $762,466,000 | – | 5,007 | – | 0.30% | – |
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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% |
| EXECUTIVE WEALTH GROUP LLC | 50,777 | $12,108,312 | 8.57% |
| BCM ADVISORS, LLC | 107,056 | $26,473,878 | 7.16% |
| Morningstar Investment Management LLC | 199,110 | $47,480 | 7.06% |
| 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% |