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 | $203,126 | -19.2% | 864 | -15.9% | 0.11% | -15.7% |
| Q2 2023 | $251,430 | +5.0% | 1,027 | +2.3% | 0.13% | 0.0% |
| Q1 2023 | $239,414 | -6.1% | 1,004 | -11.9% | 0.13% | -19.1% |
| Q3 2022 | $255,000 | -3.4% | 1,140 | +1.9% | 0.16% | -1.9% |
| Q2 2022 | $264,000 | -6.4% | 1,119 | +0.9% | 0.16% | +3.9% |
| Q1 2022 | $282,000 | +4.8% | 1,109 | +9.7% | 0.15% | +5.5% |
| Q4 2021 | $269,000 | +7.6% | 1,011 | 0.0% | 0.15% | -0.7% |
| Q3 2021 | $250,000 | 0.0% | 1,011 | 0.0% | 0.15% | 0.0% |
| Q2 2021 | $250,000 | +10.1% | 1,011 | +1.7% | 0.15% | +4.3% |
| Q1 2021 | $227,000 | +5.1% | 994 | +3.0% | 0.14% | -2.8% |
| Q4 2020 | $216,000 | +8.0% | 965 | -7.7% | 0.14% | -3.3% |
| Q4 2019 | $200,000 | – | 1,045 | – | 0.15% | – |
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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% |