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 | $17,633 | -4.0% | 75 | 0.0% | 0.02% | -20.0% |
| Q2 2023 | $18,362 | -72.0% | 75 | -72.7% | 0.02% | -74.7% |
| Q1 2023 | $65,577 | -24.5% | 275 | -21.4% | 0.10% | -30.8% |
| Q4 2022 | $86,818 | +11.3% | 350 | 0.0% | 0.14% | -7.1% |
| Q3 2022 | $78,000 | -4.9% | 350 | 0.0% | 0.15% | +0.7% |
| Q2 2022 | $82,000 | -7.9% | 350 | 0.0% | 0.15% | +14.2% |
| Q1 2022 | $89,000 | -4.3% | 350 | 0.0% | 0.13% | +3.1% |
| Q4 2021 | $93,000 | +6.9% | 350 | 0.0% | 0.13% | +0.8% |
| Q3 2021 | $87,000 | +1.2% | 350 | 0.0% | 0.13% | +1.6% |
| Q2 2021 | $86,000 | +7.5% | 350 | 0.0% | 0.13% | +5.0% |
| Q1 2021 | $80,000 | +2.6% | 350 | 0.0% | 0.12% | -1.6% |
| Q4 2020 | $78,000 | +9.9% | 350 | 0.0% | 0.12% | -49.8% |
| Q3 2020 | $71,000 | +6.0% | 350 | 0.0% | 0.24% | 0.0% |
| Q2 2020 | $67,000 | +15.5% | 350 | 0.0% | 0.24% | +6.1% |
| Q1 2020 | $58,000 | -13.4% | 350 | 0.0% | 0.23% | +12.7% |
| Q4 2019 | $67,000 | +13.6% | 350 | 0.0% | 0.20% | +5.7% |
| Q3 2019 | $59,000 | -3.3% | 350 | 0.0% | 0.19% | +12.8% |
| Q2 2019 | $61,000 | +1.7% | 350 | 0.0% | 0.17% | -15.3% |
| Q1 2019 | $60,000 | +1.7% | 350 | 0.0% | 0.20% | +4.6% |
| Q4 2018 | $59,000 | – | 350 | – | 0.19% | – |
Download | ||||||
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% |