VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 762 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,637,326 | +11.1% | 14,664 | +0.2% | 2.15% | -12.5% |
| Q3 2022 | $3,273,000 | -6.5% | 14,632 | -1.5% | 2.46% | +3.8% |
| Q2 2022 | $3,500,000 | -8.1% | 14,860 | -0.7% | 2.37% | +1.8% |
| Q1 2022 | $3,807,000 | -24.5% | 14,966 | -20.9% | 2.33% | -22.5% |
| Q4 2021 | $5,040,000 | +3.5% | 18,919 | -4.0% | 3.00% | -3.3% |
| Q3 2021 | $4,869,000 | +0.0% | 19,700 | 0.0% | 3.11% | -0.1% |
| Q2 2021 | $4,868,000 | +7.7% | 19,700 | -0.3% | 3.11% | -1.4% |
| Q1 2021 | $4,521,000 | +2.3% | 19,763 | +0.0% | 3.15% | -2.6% |
| Q4 2020 | $4,420,000 | +9.1% | 19,756 | -0.5% | 3.24% | -3.0% |
| Q3 2020 | $4,051,000 | +5.7% | 19,862 | -0.1% | 3.34% | -5.8% |
| Q2 2020 | $3,832,000 | +19.5% | 19,888 | +3.0% | 3.54% | -1.3% |
| Q1 2020 | $3,206,000 | -15.3% | 19,304 | -2.2% | 3.59% | +0.8% |
| Q4 2019 | $3,786,000 | +9.6% | 19,745 | -4.2% | 3.56% | +2.8% |
| Q3 2019 | $3,455,000 | -8.6% | 20,602 | -5.2% | 3.46% | -9.0% |
| Q2 2019 | $3,779,000 | -7.1% | 21,727 | -7.9% | 3.80% | +5.0% |
| Q1 2019 | $4,068,000 | +7.9% | 23,589 | +0.5% | 3.62% | -6.0% |
| Q4 2018 | $3,770,000 | -4.0% | 23,473 | +7.8% | 3.86% | +8.4% |
| Q3 2018 | $3,929,000 | +14.0% | 21,781 | +0.6% | 3.56% | +6.1% |
| Q2 2018 | $3,445,000 | +4.8% | 21,649 | +1.1% | 3.35% | +2.1% |
| Q1 2018 | $3,287,000 | -4.4% | 21,407 | -4.0% | 3.28% | +0.6% |
| Q4 2017 | $3,439,000 | – | 22,309 | – | 3.26% | – |
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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% |