VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 598 filers reported holding VANGUARD WORLD FDS in Q2 2020. The put-call ratio across all filers is 0.82 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $327,712 | +1.5% | 1,232 | +3.2% | 0.12% | -3.3% |
| Q1 2024 | $323,001 | +34.8% | 1,194 | +17.2% | 0.12% | +8.9% |
| Q3 2023 | $239,567 | +2.3% | 1,019 | +6.5% | 0.11% | +1.8% |
| Q2 2023 | $234,293 | +2.1% | 957 | -0.5% | 0.11% | +0.9% |
| Q1 2023 | $229,399 | -2.7% | 962 | +1.3% | 0.11% | -1.8% |
| Q4 2022 | $235,648 | +13.8% | 950 | +2.5% | 0.11% | +0.9% |
| Q3 2022 | $207,000 | -5.0% | 927 | 0.0% | 0.11% | -2.7% |
| Q2 2022 | $218,000 | -7.6% | 927 | 0.0% | 0.11% | +2.7% |
| Q1 2022 | $236,000 | -7.1% | 927 | -2.6% | 0.11% | -8.3% |
| Q4 2021 | $254,000 | +7.2% | 952 | -0.5% | 0.12% | +0.8% |
| Q3 2021 | $237,000 | 0.0% | 957 | 0.0% | 0.12% | -0.8% |
| Q2 2021 | $237,000 | +3.9% | 957 | -4.0% | 0.12% | -7.0% |
| Q1 2021 | $228,000 | -13.3% | 997 | -27.1% | 0.13% | -27.5% |
| Q2 2020 | $263,000 | +6.5% | 1,368 | -8.1% | 0.18% | -5.8% |
| Q1 2020 | $247,000 | -13.3% | 1,489 | 0.0% | 0.19% | -25.3% |
| Q4 2019 | $285,000 | – | 1,489 | – | 0.25% | – |
Download | ||||||
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% |