VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 553 filers reported holding VANGUARD WORLD FDS in Q1 2020. The put-call ratio across all filers is 1.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,443,629 | -5.2% | 10,394 | -1.3% | 0.25% | -5.0% |
| Q2 2023 | $2,578,934 | +2.7% | 10,534 | 0.0% | 0.26% | -3.7% |
| Q1 2023 | $2,511,938 | -6.4% | 10,534 | -2.7% | 0.27% | -11.5% |
| Q4 2022 | $2,684,397 | +10.9% | 10,822 | 0.0% | 0.30% | +33.3% |
| Q3 2022 | $2,421,000 | -3.7% | 10,822 | +1.4% | 0.23% | -24.5% |
| Q2 2022 | $2,513,000 | -10.0% | 10,672 | -2.8% | 0.30% | +2.7% |
| Q1 2022 | $2,792,000 | -0.7% | 10,974 | +3.9% | 0.29% | -0.3% |
| Q4 2021 | $2,813,000 | -2.1% | 10,558 | -9.2% | 0.30% | -11.1% |
| Q3 2021 | $2,873,000 | +0.1% | 11,623 | +0.1% | 0.33% | +1.8% |
| Q2 2021 | $2,869,000 | +9.1% | 11,609 | +1.0% | 0.33% | +6.2% |
| Q1 2021 | $2,629,000 | -6.8% | 11,494 | -8.8% | 0.31% | -17.5% |
| Q4 2020 | $2,820,000 | +27.4% | 12,603 | +16.2% | 0.37% | -39.7% |
| Q3 2020 | $2,213,000 | +4.5% | 10,850 | -1.3% | 0.62% | -0.8% |
| Q2 2020 | $2,118,000 | +16.0% | 10,993 | 0.0% | 0.62% | -9.2% |
| Q1 2020 | $1,826,000 | +14.1% | 10,993 | +31.7% | 0.68% | +34.1% |
| Q4 2019 | $1,600,000 | -9.9% | 8,344 | -21.2% | 0.51% | -16.8% |
| Q3 2019 | $1,776,000 | -14.2% | 10,593 | -11.0% | 0.61% | -42.3% |
| Q2 2019 | $2,070,000 | +4.3% | 11,903 | +3.5% | 1.06% | -6.2% |
| Q1 2019 | $1,984,000 | +8.2% | 11,501 | +0.7% | 1.14% | -26.3% |
| Q4 2018 | $1,834,000 | – | 11,422 | – | 1.54% | – |
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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% |