VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 738 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,625,952 | -3.6% | 9,872 | -2.0% | 0.01% | -10.0% |
| Q1 2024 | $2,724,677 | +10.9% | 10,072 | +2.7% | 0.01% | +11.1% |
| Q4 2023 | $2,457,613 | +34.0% | 9,803 | +25.6% | 0.01% | +12.5% |
| Q3 2023 | $1,834,250 | -1.3% | 7,802 | +2.8% | 0.01% | 0.0% |
| Q2 2023 | $1,858,429 | -3.7% | 7,591 | -6.2% | 0.01% | -11.1% |
| Q1 2023 | $1,929,618 | -3.6% | 8,092 | +0.3% | 0.01% | -10.0% |
| Q4 2022 | $2,002,012 | +5.6% | 8,071 | -4.7% | 0.01% | 0.0% |
| Q3 2022 | $1,895,000 | +0.6% | 8,473 | +6.0% | 0.01% | +11.1% |
| Q2 2022 | $1,883,000 | +174.5% | 7,995 | +196.3% | 0.01% | +200.0% |
| Q1 2022 | $686,000 | -6.5% | 2,698 | -2.1% | 0.00% | 0.0% |
| Q4 2021 | $734,000 | -15.9% | 2,756 | -21.9% | 0.00% | -25.0% |
| Q3 2021 | $873,000 | +155.3% | 3,529 | +154.8% | 0.00% | +100.0% |
| Q2 2021 | $342,000 | – | 1,385 | – | 0.00% | – |
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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% |
| EXECUTIVE WEALTH GROUP LLC | 50,777 | $12,108,312 | 8.57% |
| BCM ADVISORS, LLC | 107,056 | $26,473,878 | 7.16% |
| Morningstar Investment Management LLC | 199,110 | $47,480 | 7.06% |
| 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% |