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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,267,189 | -3.8% | 5,390 | +0.1% | 0.73% | +1.1% |
| Q2 2023 | $1,317,621 | +8.6% | 5,382 | +5.8% | 0.72% | +3.0% |
| Q1 2023 | $1,213,046 | -6.6% | 5,087 | -2.9% | 0.70% | -7.3% |
| Q4 2022 | $1,299,038 | +60.2% | 5,237 | +44.4% | 0.75% | +55.8% |
| Q3 2022 | $811,000 | +27.3% | 3,627 | +34.1% | 0.48% | +38.3% |
| Q2 2022 | $637,000 | -6.6% | 2,705 | +0.9% | 0.35% | +9.7% |
| Q1 2022 | $682,000 | -4.5% | 2,680 | 0.0% | 0.32% | -1.8% |
| Q4 2021 | $714,000 | +7.9% | 2,680 | 0.0% | 0.32% | -0.3% |
| Q3 2021 | $662,000 | -19.0% | 2,680 | -18.9% | 0.33% | -17.7% |
| Q2 2021 | $817,000 | +8.1% | 3,305 | 0.0% | 0.40% | +3.4% |
| Q1 2021 | $756,000 | +2.3% | 3,305 | 0.0% | 0.38% | -2.3% |
| Q4 2020 | $739,000 | -7.5% | 3,305 | -15.6% | 0.39% | -17.1% |
| Q3 2020 | $799,000 | +5.3% | 3,918 | -0.5% | 0.47% | -3.9% |
| Q2 2020 | $759,000 | +14.1% | 3,938 | -1.6% | 0.49% | -1.4% |
| Q1 2020 | $665,000 | -35.5% | 4,003 | -25.6% | 0.50% | -17.4% |
| Q4 2019 | $1,031,000 | +14.6% | 5,378 | +0.2% | 0.60% | +5.6% |
| Q3 2019 | $900,000 | -3.2% | 5,365 | +0.4% | 0.57% | -8.2% |
| Q2 2019 | $930,000 | +0.9% | 5,345 | 0.0% | 0.62% | -2.5% |
| Q1 2019 | $922,000 | -16.4% | 5,345 | -22.2% | 0.64% | -22.5% |
| Q4 2018 | $1,103,000 | -11.0% | 6,870 | 0.0% | 0.82% | -1.1% |
| Q3 2018 | $1,239,000 | +13.4% | 6,870 | 0.0% | 0.83% | +11.7% |
| Q2 2018 | $1,093,000 | +2.0% | 6,870 | -1.6% | 0.75% | +2.5% |
| Q1 2018 | $1,072,000 | +0.7% | 6,984 | +1.1% | 0.73% | -31.4% |
| Q4 2017 | $1,065,000 | – | 6,907 | – | 1.06% | – |
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% |