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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $89,794 | +10.9% | 362 | 0.0% | 0.04% | -21.7% |
| Q3 2022 | $81,000 | -4.7% | 362 | 0.0% | 0.05% | 0.0% |
| Q2 2022 | $85,000 | -7.6% | 362 | 0.0% | 0.05% | +2.2% |
| Q1 2022 | $92,000 | -9.8% | 362 | -5.2% | 0.04% | +4.7% |
| Q4 2021 | $102,000 | +8.5% | 382 | 0.0% | 0.04% | +4.9% |
| Q3 2021 | $94,000 | 0.0% | 382 | 0.0% | 0.04% | +2.5% |
| Q2 2021 | $94,000 | +8.0% | 382 | 0.0% | 0.04% | +2.6% |
| Q1 2021 | $87,000 | +2.4% | 382 | 0.0% | 0.04% | -11.4% |
| Q4 2020 | $85,000 | +9.0% | 382 | 0.0% | 0.04% | -2.2% |
| Q3 2020 | $78,000 | +5.4% | 382 | 0.0% | 0.04% | +12.5% |
| Q2 2020 | $74,000 | +1.4% | 382 | -13.2% | 0.04% | -20.0% |
| Q1 2020 | $73,000 | -14.1% | 440 | -0.5% | 0.05% | +6.4% |
| Q4 2019 | $85,000 | -59.7% | 442 | -71.1% | 0.05% | -71.2% |
| Q1 2017 | $211,000 | -32.2% | 1,531 | -37.7% | 0.16% | -34.5% |
| Q4 2016 | $311,000 | -25.4% | 2,456 | -21.8% | 0.25% | -26.5% |
| Q3 2016 | $417,000 | -29.4% | 3,140 | -30.6% | 0.34% | -32.2% |
| Q2 2016 | $591,000 | -14.1% | 4,526 | -18.9% | 0.50% | -24.1% |
| Q1 2016 | $688,000 | -17.4% | 5,583 | -10.9% | 0.66% | -22.9% |
| Q4 2015 | $833,000 | +4.8% | 6,266 | -3.4% | 0.86% | -14.2% |
| Q3 2015 | $795,000 | +0.4% | 6,487 | +14.6% | 1.00% | -1.3% |
| Q2 2015 | $792,000 | -5.8% | 5,662 | -8.7% | 1.01% | -21.1% |
| Q1 2015 | $841,000 | +51.0% | 6,203 | +39.9% | 1.28% | +30.8% |
| Q4 2014 | $557,000 | – | 4,434 | – | 0.98% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Morningstar Investment Management LLC | 340,321 | $80,009 | 11.96% |
| Pariax, LLC | 14,707 | $3,457,616 | 10.79% |
| Allied Investment Advisors, LLC | 124,596 | $29,292,520 | 8.76% |
| PGIM Custom Harvest LLC | 934,559 | $219,714,921 | 8.11% |
| Wealth Management Solutions, LLC | 47,169 | $11,089,475 | 7.60% |
| PARAGON FINANCIAL PARTNERS, INC. | 27,447 | $6,452,689 | 6.70% |
| Main Management ETF Advisors, LLC | 397,065 | $93,350 | 6.63% |
| Essex Private Wealth Management, LLC | 7,939 | $1,866,489 | 6.38% |
| ASSET PLANNING CORPORATION | 33,870 | $7,963,414 | 6.13% |
| Beacon Capital Management, Inc. | 665,273 | $156,405,682 | 5.80% |