VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 728 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 1.03 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $312,699 | -10.8% | 1,330 | -7.1% | 0.07% | -9.1% |
| Q2 2023 | $350,597 | +2.7% | 1,432 | 0.0% | 0.08% | -6.1% |
| Q1 2023 | $341,489 | -3.9% | 1,432 | 0.0% | 0.08% | -7.9% |
| Q4 2022 | $355,221 | +11.0% | 1,432 | 0.0% | 0.09% | +1.1% |
| Q3 2022 | $320,000 | +276.5% | 1,432 | +315.1% | 0.09% | +388.9% |
| Q3 2021 | $85,000 | +2.4% | 345 | +3.0% | 0.02% | +5.9% |
| Q2 2021 | $83,000 | +6.4% | 335 | -1.5% | 0.02% | 0.0% |
| Q1 2021 | $78,000 | +2.6% | 340 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $76,000 | +5.6% | 340 | -4.2% | 0.02% | -15.0% |
| Q3 2020 | $72,000 | +5.9% | 355 | 0.0% | 0.02% | -9.1% |
| Q2 2020 | $68,000 | -72.4% | 355 | -76.0% | 0.02% | -77.8% |
| Q1 2020 | $246,000 | -75.6% | 1,480 | -71.8% | 0.10% | -60.7% |
| Q4 2019 | $1,007,000 | +18.3% | 5,250 | +3.4% | 0.25% | -37.9% |
| Q3 2019 | $851,000 | -3.6% | 5,075 | 0.0% | 0.41% | +6.3% |
| Q2 2019 | $883,000 | +0.9% | 5,075 | 0.0% | 0.38% | -5.0% |
| Q1 2019 | $875,000 | +6.7% | 5,075 | -0.6% | 0.40% | +7.5% |
| Q4 2018 | $820,000 | – | 5,105 | – | 0.37% | – |
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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% |