VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 698 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.88 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $754 | -83.8% | 3,208 | -83.4% | 0.05% | -53.4% |
| Q2 2023 | $4,653 | +107.4% | 19,343 | +105.5% | 0.12% | +4.5% |
| Q1 2023 | $2,244 | -11.6% | 9,411 | -8.1% | 0.11% | -20.7% |
| Q4 2022 | $2,539 | -99.9% | 10,238 | +5.3% | 0.14% | +6.9% |
| Q3 2022 | $2,176,000 | -3.4% | 9,726 | +1.7% | 0.13% | +7.4% |
| Q2 2022 | $2,252,000 | -10.9% | 9,564 | -3.7% | 0.12% | -6.9% |
| Q1 2022 | $2,527,000 | -17.8% | 9,934 | -13.9% | 0.13% | -13.8% |
| Q4 2021 | $3,073,000 | +60.1% | 11,535 | +48.6% | 0.15% | +34.5% |
| Q3 2021 | $1,919,000 | +42.8% | 7,765 | +42.8% | 0.11% | +36.1% |
| Q2 2021 | $1,344,000 | +13.0% | 5,436 | +4.6% | 0.08% | -7.8% |
| Q1 2021 | $1,189,000 | +16.0% | 5,196 | +13.4% | 0.09% | +5.9% |
| Q4 2020 | $1,025,000 | +59.4% | 4,580 | +45.4% | 0.08% | -4.5% |
| Q3 2020 | $643,000 | +8.4% | 3,150 | +2.4% | 0.09% | -3.3% |
| Q2 2020 | $593,000 | +16.3% | 3,077 | +0.3% | 0.09% | -5.2% |
| Q1 2020 | $510,000 | +41.3% | 3,068 | +62.8% | 0.10% | +59.0% |
| Q4 2019 | $361,000 | – | 1,885 | – | 0.06% | – |
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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% |