VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 738 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 1.03 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 ↓ |
|---|---|---|---|
| Pariax, LLC | 18,636 | $4,443,941 | 13.52% |
| PGIM Custom Harvest LLC | 931,201 | $222,054,294 | 9.21% |
| AMI INVESTMENT MANAGEMENT INC | 79,910 | $19,055,338 | 8.89% |
| Allied Investment Advisors, LLC | 117,886 | $28,111,096 | 8.71% |
| EXECUTIVE WEALTH GROUP LLC | 50,777 | $12,108,312 | 8.57% |
| BCM ADVISORS, LLC | 107,056 | $26,473,878 | 7.16% |
| Morningstar Investment Management LLC | 199,110 | $47,480 | 7.06% |
| Essex Private Wealth Management, LLC | 7,902 | $1,884,250 | 6.84% |
| PARAGON FINANCIAL PARTNERS, INC. | 27,101 | $6,462,422 | 6.77% |
| Wealth Management Solutions, LLC | 48,001 | $11,446,226 | 6.59% |