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 | $1,071,288 | -5.9% | 4,557 | -2.0% | 0.15% | -0.7% |
| Q2 2023 | $1,137,876 | +3.9% | 4,648 | +1.2% | 0.15% | -5.0% |
| Q1 2023 | $1,095,379 | -5.2% | 4,594 | -1.5% | 0.16% | -11.5% |
| Q4 2022 | $1,156,000 | +9.5% | 4,662 | -1.2% | 0.18% | +4.6% |
| Q3 2022 | $1,056,000 | -29.1% | 4,721 | -25.4% | 0.17% | -9.4% |
| Q2 2022 | $1,490,000 | -48.8% | 6,325 | -44.7% | 0.19% | -54.9% |
| Q1 2022 | $2,909,000 | -0.9% | 11,435 | +3.8% | 0.43% | +2.7% |
| Q4 2021 | $2,936,000 | +16.0% | 11,021 | +7.6% | 0.42% | +6.7% |
| Q3 2021 | $2,532,000 | -2.2% | 10,244 | -2.2% | 0.39% | -6.9% |
| Q2 2021 | $2,589,000 | +16.2% | 10,477 | +7.5% | 0.42% | +5.3% |
| Q1 2021 | $2,229,000 | +5.2% | 9,742 | +2.9% | 0.40% | -8.3% |
| Q4 2020 | $2,119,000 | – | 9,469 | – | 0.43% | – |
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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% |