VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 479 filers reported holding VANGUARD WORLD FDS in Q1 2019. The put-call ratio across all filers is 0.72 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,014,000 | +18.5% | 4,104 | +18.5% | 0.61% | +23.8% |
| Q2 2021 | $856,000 | +7.1% | 3,464 | -0.9% | 0.50% | -0.2% |
| Q1 2021 | $799,000 | +20.5% | 3,494 | +7.5% | 0.50% | 0.0% |
| Q4 2020 | $663,000 | +0.3% | 3,250 | 0.0% | 0.50% | +0.8% |
| Q3 2020 | $661,000 | +24.7% | 3,250 | +18.2% | 0.49% | +1.9% |
| Q2 2020 | $530,000 | -14.2% | 2,750 | -18.9% | 0.48% | -16.9% |
| Q1 2020 | $618,000 | +1.6% | 3,390 | +6.6% | 0.58% | +31.4% |
| Q4 2019 | $608,000 | +7.2% | 3,180 | -5.9% | 0.44% | -14.5% |
| Q3 2019 | $567,000 | -13.4% | 3,380 | -10.7% | 0.52% | -14.1% |
| Q2 2019 | $655,000 | -13.8% | 3,785 | -14.0% | 0.60% | -21.3% |
| Q1 2019 | $760,000 | -34.9% | 4,403 | -38.5% | 0.76% | -52.2% |
| Q4 2018 | $1,167,000 | +162.2% | 7,163 | +168.0% | 1.60% | +181.9% |
| Q3 2018 | $445,000 | – | 2,673 | – | 0.57% | – |
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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% |