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 | $320,912 | -4.0% | 1,365 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $334,180 | +2.7% | 1,365 | 0.0% | 0.06% | -4.5% |
| Q1 2023 | $325,498 | -3.9% | 1,365 | 0.0% | 0.07% | -14.3% |
| Q4 2022 | $338,588 | +11.0% | 1,365 | 0.0% | 0.08% | -3.8% |
| Q3 2022 | $305,000 | -5.0% | 1,365 | 0.0% | 0.08% | -2.4% |
| Q2 2022 | $321,000 | -7.5% | 1,365 | 0.0% | 0.08% | +1.2% |
| Q1 2022 | $347,000 | -4.7% | 1,365 | 0.0% | 0.08% | -8.0% |
| Q4 2021 | $364,000 | +8.0% | 1,365 | 0.0% | 0.09% | -4.3% |
| Q3 2021 | $337,000 | 0.0% | 1,365 | 0.0% | 0.09% | 0.0% |
| Q2 2021 | $337,000 | +8.0% | 1,365 | 0.0% | 0.09% | -5.2% |
| Q1 2021 | $312,000 | +26.3% | 1,365 | +23.5% | 0.10% | +14.1% |
| Q4 2020 | $247,000 | -5.4% | 1,105 | -13.7% | 0.08% | -18.3% |
| Q3 2020 | $261,000 | -19.4% | 1,280 | -23.8% | 0.10% | -23.0% |
| Q2 2020 | $324,000 | +16.1% | 1,680 | 0.0% | 0.14% | -0.7% |
| Q1 2020 | $279,000 | -13.4% | 1,680 | 0.0% | 0.14% | -12.3% |
| Q4 2019 | $322,000 | +14.2% | 1,680 | 0.0% | 0.16% | -3.1% |
| Q3 2019 | $282,000 | -1.7% | 1,680 | +1.8% | 0.16% | -5.3% |
| Q2 2019 | $287,000 | +6.7% | 1,650 | +5.8% | 0.17% | -1.7% |
| Q1 2019 | $269,000 | +7.2% | 1,560 | 0.0% | 0.17% | -6.5% |
| Q4 2018 | $251,000 | – | 1,560 | – | 0.18% | – |
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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% |