VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 403 filers reported holding VANGUARD WORLD FDS in Q2 2018. The put-call ratio across all filers is 0.32 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $225,698 | -57.2% | 994 | -67.5% | 0.05% | -83.5% |
| Q1 2019 | $527,000 | +6.5% | 3,058 | -0.7% | 0.28% | -11.5% |
| Q4 2018 | $495,000 | +55.7% | 3,079 | +74.6% | 0.32% | +55.6% |
| Q3 2018 | $318,000 | +13.6% | 1,763 | +0.1% | 0.21% | +1.0% |
| Q2 2018 | $280,000 | +3.7% | 1,761 | 0.0% | 0.20% | -3.3% |
| Q1 2018 | $270,000 | -3.2% | 1,761 | -2.8% | 0.21% | -3.6% |
| Q4 2017 | $279,000 | – | 1,811 | – | 0.22% | – |
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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% |