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 | $33,149 | +34.1% | 141 | +39.6% | 0.03% | +42.9% |
| Q2 2023 | $24,727 | +2.7% | 101 | 0.0% | 0.02% | -16.0% |
| Q1 2023 | $24,084 | -3.8% | 101 | 0.0% | 0.02% | +8.7% |
| Q4 2022 | $25,035 | +8.8% | 101 | 0.0% | 0.02% | +4.5% |
| Q3 2022 | $23,000 | +64.3% | 101 | +65.6% | 0.02% | +83.3% |
| Q2 2022 | $14,000 | -12.5% | 61 | 0.0% | 0.01% | +9.1% |
| Q1 2022 | $16,000 | 0.0% | 61 | 0.0% | 0.01% | +10.0% |
| Q4 2021 | $16,000 | +6.7% | 61 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $15,000 | 0.0% | 61 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $15,000 | +7.1% | 61 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $14,000 | 0.0% | 61 | 0.0% | 0.01% | -9.1% |
| Q4 2020 | $14,000 | +16.7% | 61 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $12,000 | 0.0% | 61 | 0.0% | 0.01% | -8.3% |
| Q2 2020 | $12,000 | – | 61 | – | 0.01% | – |
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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% |