VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 608 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 0.48 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $269,722 | +95886.5% | 1,143 | 0.0% | 0.12% | -0.8% |
| Q2 2023 | $281 | +2.9% | 1,143 | 0.0% | 0.12% | -4.6% |
| Q1 2023 | $273 | -3.9% | 1,143 | 0.0% | 0.13% | -10.9% |
| Q4 2022 | $284 | -99.9% | 1,143 | 0.0% | 0.15% | +10.5% |
| Q3 2022 | $257,000 | -4.5% | 1,143 | 0.0% | 0.13% | +0.8% |
| Q2 2022 | $269,000 | -7.6% | 1,143 | 0.0% | 0.13% | +12.8% |
| Q1 2022 | $291,000 | -7.6% | 1,143 | -3.4% | 0.12% | -0.8% |
| Q4 2021 | $315,000 | +7.5% | 1,183 | 0.0% | 0.12% | -4.8% |
| Q3 2021 | $293,000 | -4.6% | 1,183 | 0.0% | 0.12% | -1.6% |
| Q2 2021 | $307,000 | +13.3% | 1,183 | 0.0% | 0.13% | -3.8% |
| Q1 2021 | $271,000 | +2.3% | 1,183 | 0.0% | 0.13% | -3.7% |
| Q4 2020 | $265,000 | +4.3% | 1,183 | 0.0% | 0.14% | +1.5% |
| Q3 2020 | $254,000 | +11.4% | 1,183 | 0.0% | 0.13% | -5.0% |
| Q2 2020 | $228,000 | -3.0% | 1,183 | -5.2% | 0.14% | -11.3% |
| Q1 2020 | $235,000 | -1.7% | 1,248 | 0.0% | 0.16% | +1.9% |
| Q4 2019 | $239,000 | +13.8% | 1,248 | 0.0% | 0.16% | +4.0% |
| Q3 2019 | $210,000 | -3.2% | 1,248 | 0.0% | 0.15% | -5.1% |
| Q2 2019 | $217,000 | +0.9% | 1,248 | 0.0% | 0.16% | -5.4% |
| Q1 2019 | $215,000 | +7.5% | 1,248 | 0.0% | 0.17% | -4.0% |
| Q4 2018 | $200,000 | -2.0% | 1,248 | 0.0% | 0.17% | +21.7% |
| Q3 2018 | $204,000 | -1.9% | 1,248 | 0.0% | 0.14% | +7.5% |
| Q2 2018 | $208,000 | +8.3% | 1,248 | 0.0% | 0.13% | -1.5% |
| Q1 2018 | $192,000 | 0.0% | 1,248 | 0.0% | 0.14% | -11.8% |
| Q4 2017 | $192,000 | – | 1,248 | – | 0.15% | – |
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% |