VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 762 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,326,951 | +20.6% | 26,912 | +25.6% | 1.63% | +26.5% |
| Q2 2023 | $5,246,862 | -3.8% | 21,432 | -6.3% | 1.29% | -3.5% |
| Q1 2023 | $5,451,824 | +692.2% | 22,863 | +724.2% | 1.33% | +641.1% |
| Q4 2022 | $688,147 | -0.8% | 2,774 | -10.6% | 0.18% | -3.2% |
| Q3 2022 | $694,000 | -27.9% | 3,102 | -24.1% | 0.19% | -30.3% |
| Q2 2022 | $963,000 | -87.6% | 4,089 | -86.6% | 0.27% | -86.9% |
| Q1 2022 | $7,753,000 | -2.4% | 30,480 | +2.3% | 2.03% | +12.1% |
| Q4 2021 | $7,942,000 | +758.6% | 29,809 | +696.2% | 1.81% | +631.0% |
| Q3 2021 | $925,000 | +8.8% | 3,744 | +8.8% | 0.25% | +3.8% |
| Q2 2021 | $850,000 | -14.1% | 3,441 | -20.4% | 0.24% | -22.1% |
| Q1 2021 | $989,000 | -61.6% | 4,324 | -62.5% | 0.31% | -67.0% |
| Q4 2020 | $2,578,000 | -69.3% | 11,522 | -72.0% | 0.93% | -71.8% |
| Q3 2020 | $8,393,000 | +25.2% | 41,142 | +18.2% | 3.30% | -0.1% |
| Q2 2020 | $6,706,000 | +46.5% | 34,810 | +26.3% | 3.30% | +7.2% |
| Q1 2020 | $4,577,000 | – | 27,559 | – | 3.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pariax, LLC | 18,636 | $4,443,941 | 13.52% |
| PGIM Custom Harvest LLC | 931,201 | $222,054,294 | 9.21% |
| AMI INVESTMENT MANAGEMENT INC | 79,910 | $19,055,338 | 8.89% |
| Allied Investment Advisors, LLC | 117,886 | $28,111,096 | 8.71% |
| BCM ADVISORS, LLC | 107,056 | $26,473,878 | 7.16% |
| Morningstar Investment Management LLC | 199,110 | $47,480 | 7.08% |
| Essex Private Wealth Management, LLC | 7,902 | $1,884,250 | 6.84% |
| PARAGON FINANCIAL PARTNERS, INC. | 27,101 | $6,462,422 | 6.77% |
| Wealth Management Solutions, LLC | 48,001 | $11,446,226 | 6.59% |
| ASSET PLANNING CORPORATION | 31,046 | $7,403,150 | 5.95% |