VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 722 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $689,212 | -25.8% | 2,932 | -22.7% | 0.10% | -19.3% |
Q2 2023 | $928,690 | -53.6% | 3,793 | -54.9% | 0.12% | -56.4% |
Q1 2023 | $2,003,487 | +3.9% | 8,402 | +8.1% | 0.27% | -3.2% |
Q4 2022 | $1,927,430 | +19.3% | 7,770 | +7.6% | 0.28% | +19.0% |
Q3 2022 | $1,615,000 | +105.5% | 7,220 | +116.3% | 0.24% | +127.9% |
Q2 2022 | $786,000 | -17.7% | 3,338 | -11.1% | 0.10% | +6.1% |
Q1 2022 | $955,000 | +5.3% | 3,756 | +10.3% | 0.10% | +11.4% |
Q4 2021 | $907,000 | +5.5% | 3,406 | -2.2% | 0.09% | -5.4% |
Q3 2021 | $860,000 | +9.6% | 3,481 | +9.6% | 0.09% | +4.5% |
Q2 2021 | $785,000 | +5.1% | 3,176 | -2.7% | 0.09% | -8.2% |
Q1 2021 | $747,000 | +12.3% | 3,265 | +9.8% | 0.10% | +1.0% |
Q4 2020 | $665,000 | -7.6% | 2,974 | -15.8% | 0.10% | -25.0% |
Q3 2020 | $720,000 | +7.1% | 3,531 | +1.3% | 0.13% | -2.3% |
Q2 2020 | $672,000 | +42.1% | 3,486 | +22.4% | 0.13% | +20.2% |
Q1 2020 | $473,000 | +12.4% | 2,848 | +29.8% | 0.11% | +45.3% |
Q4 2019 | $421,000 | +37.6% | 2,194 | +20.3% | 0.08% | +19.0% |
Q3 2019 | $306,000 | +46.4% | 1,824 | +40.0% | 0.06% | +3.3% |
Q4 2018 | $209,000 | -7.5% | 1,303 | -11.4% | 0.06% | +7.0% |
Q1 2018 | $226,000 | 0.0% | 1,470 | +0.2% | 0.06% | 0.0% |
Q4 2017 | $226,000 | +1.8% | 1,467 | +0.5% | 0.06% | -23.0% |
Q3 2017 | $222,000 | -48.6% | 1,460 | -50.2% | 0.07% | -45.6% |
Q2 2017 | $432,000 | – | 2,934 | – | 0.14% | – |
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% |