VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 762 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $684,995 | -4.1% | 2,915 | 0.0% | 0.04% | -6.4% |
Q2 2023 | $713,985 | +2.8% | 2,915 | 0.0% | 0.05% | -7.8% |
Q1 2023 | $694,819 | -4.0% | 2,915 | 0.0% | 0.05% | -7.3% |
Q4 2022 | $723,430 | -14.0% | 2,915 | -22.6% | 0.06% | -24.7% |
Q3 2022 | $841,000 | +57.5% | 3,765 | +66.2% | 0.07% | +62.2% |
Q2 2022 | $534,000 | -7.5% | 2,265 | 0.0% | 0.04% | +9.8% |
Q1 2022 | $577,000 | -4.5% | 2,265 | 0.0% | 0.04% | 0.0% |
Q4 2021 | $604,000 | +7.9% | 2,265 | 0.0% | 0.04% | -2.4% |
Q3 2021 | $560,000 | +74.5% | 2,265 | +74.2% | 0.04% | +68.0% |
Q2 2021 | $321,000 | +8.1% | 1,300 | 0.0% | 0.02% | -7.4% |
Q1 2021 | $297,000 | +2.1% | 1,300 | 0.0% | 0.03% | -18.2% |
Q4 2020 | $291,000 | +9.8% | 1,300 | 0.0% | 0.03% | -10.8% |
Q3 2020 | $265,000 | +5.6% | 1,300 | 0.0% | 0.04% | -5.1% |
Q2 2020 | $251,000 | – | 1,300 | – | 0.04% | – |
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% |