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 | $573,432 | +22.8% | 2,439 | +27.8% | 0.17% | +19.1% |
| Q2 2023 | $467,146 | -19.6% | 1,908 | -21.7% | 0.14% | -26.9% |
| Q1 2023 | $581,084 | -4.5% | 2,437 | -0.7% | 0.19% | -11.5% |
| Q4 2022 | $608,467 | +11.0% | 2,453 | +0.1% | 0.22% | +2.8% |
| Q3 2022 | $548,000 | -4.4% | 2,451 | +0.7% | 0.21% | -0.9% |
| Q2 2022 | $573,000 | -7.9% | 2,435 | -0.4% | 0.21% | +5.4% |
| Q1 2022 | $622,000 | -9.7% | 2,445 | -5.5% | 0.20% | -9.4% |
| Q4 2021 | $689,000 | +6.7% | 2,588 | -1.0% | 0.22% | +17.3% |
| Q3 2021 | $646,000 | +5.2% | 2,613 | +5.2% | 0.19% | +4.9% |
| Q2 2021 | $614,000 | +6.0% | 2,483 | -1.9% | 0.18% | -8.1% |
| Q1 2021 | $579,000 | +4.3% | 2,530 | +2.1% | 0.20% | -0.5% |
| Q4 2020 | $555,000 | +11.9% | 2,479 | +2.1% | 0.20% | -2.5% |
| Q3 2020 | $496,000 | +8.8% | 2,429 | +2.5% | 0.20% | -18.1% |
| Q2 2020 | $456,000 | +21.0% | 2,369 | +4.5% | 0.25% | -4.6% |
| Q1 2020 | $377,000 | -13.7% | 2,267 | -0.7% | 0.26% | +20.8% |
| Q4 2019 | $437,000 | +17.2% | 2,282 | +2.7% | 0.22% | -2.3% |
| Q3 2019 | $373,000 | -1.3% | 2,222 | +2.3% | 0.22% | -5.2% |
| Q2 2019 | $378,000 | +1.9% | 2,172 | +0.9% | 0.23% | -5.3% |
| Q1 2019 | $371,000 | +6.3% | 2,152 | -0.9% | 0.25% | -8.9% |
| Q4 2018 | $349,000 | -9.4% | 2,172 | +1.6% | 0.27% | 0.0% |
| Q3 2018 | $385,000 | +9.4% | 2,137 | -3.3% | 0.27% | -13.5% |
| Q2 2018 | $352,000 | +6.0% | 2,210 | +2.3% | 0.31% | +11.0% |
| Q1 2018 | $332,000 | +12.9% | 2,160 | +19.0% | 0.28% | +2.2% |
| Q4 2017 | $294,000 | – | 1,815 | – | 0.28% | – |
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% |