VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 762 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,756,667 | -5.6% | 7,472 | -1.7% | 0.18% | -7.6% |
| Q2 2023 | $1,861,611 | +2.6% | 7,604 | -0.1% | 0.20% | -8.3% |
| Q1 2023 | $1,814,204 | -3.9% | 7,608 | -0.1% | 0.22% | -9.6% |
| Q4 2022 | $1,888,653 | +152.8% | 7,614 | +128.1% | 0.24% | +113.4% |
| Q3 2022 | $747,000 | -4.4% | 3,338 | +0.7% | 0.11% | -7.4% |
| Q2 2022 | $781,000 | +8.8% | 3,315 | +17.5% | 0.12% | +16.3% |
| Q1 2022 | $718,000 | -3.5% | 2,821 | +1.0% | 0.10% | -1.0% |
| Q4 2021 | $744,000 | +8.6% | 2,794 | +0.8% | 0.10% | -1.9% |
| Q3 2021 | $685,000 | +0.1% | 2,772 | +0.2% | 0.11% | 0.0% |
| Q2 2021 | $684,000 | +8.1% | 2,767 | 0.0% | 0.11% | 0.0% |
| Q1 2021 | $633,000 | +1.4% | 2,767 | -0.7% | 0.11% | -7.8% |
| Q4 2020 | $624,000 | +11.2% | 2,787 | +1.3% | 0.12% | -0.9% |
| Q3 2020 | $561,000 | +6.9% | 2,750 | +1.0% | 0.12% | +3.5% |
| Q2 2020 | $525,000 | +17.7% | 2,723 | +1.5% | 0.11% | -1.7% |
| Q1 2020 | $446,000 | – | 2,683 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Morningstar Investment Management LLC | 340,321 | $80,009 | 11.96% |
| Pariax, LLC | 14,707 | $3,457,616 | 10.79% |
| Allied Investment Advisors, LLC | 124,596 | $29,292,520 | 8.76% |
| PGIM Custom Harvest LLC | 934,559 | $219,714,921 | 8.11% |
| Wealth Management Solutions, LLC | 47,169 | $11,089,475 | 7.60% |
| PARAGON FINANCIAL PARTNERS, INC. | 27,447 | $6,452,689 | 6.70% |
| Main Management ETF Advisors, LLC | 397,065 | $93,350 | 6.63% |
| Essex Private Wealth Management, LLC | 7,939 | $1,866,489 | 6.38% |
| ASSET PLANNING CORPORATION | 33,870 | $7,963,414 | 6.13% |
| Beacon Capital Management, Inc. | 665,273 | $156,405,682 | 5.80% |