VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 728 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 2023 | $12,508,988 | -4.6% | 53,207 | -0.7% | 0.22% | -1.8% |
| Q2 2023 | $13,112,056 | +97518.0% | 53,558 | -4.9% | 0.22% | -18.8% |
| Q1 2023 | $13,432 | +211.1% | 56,327 | +223.6% | 0.28% | +136.8% |
| Q4 2022 | $4,318 | -99.9% | 17,408 | +14.4% | 0.12% | +7.3% |
| Q3 2022 | $3,403,000 | +18.6% | 15,213 | +24.8% | 0.11% | +22.5% |
| Q2 2022 | $2,870,000 | +615.7% | 12,186 | +672.7% | 0.09% | +641.7% |
| Q1 2022 | $401,000 | -3.4% | 1,577 | +1.2% | 0.01% | 0.0% |
| Q4 2021 | $415,000 | +11.9% | 1,559 | +3.8% | 0.01% | 0.0% |
| Q3 2021 | $371,000 | +18.5% | 1,502 | +18.7% | 0.01% | +9.1% |
| Q2 2021 | $313,000 | +44.9% | 1,265 | +12.1% | 0.01% | -38.9% |
| Q4 2019 | $216,000 | – | 1,128 | – | 0.02% | – |
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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% |