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 | $1,275,007 | -4.7% | 5,423 | -0.8% | 1.18% | +1.4% |
| Q2 2023 | $1,337,625 | +3.1% | 5,464 | +0.4% | 1.16% | +7.3% |
| Q1 2023 | $1,297,153 | -2.5% | 5,440 | +1.4% | 1.08% | -0.9% |
| Q4 2022 | $1,330,333 | +20.6% | 5,363 | +8.7% | 1.09% | +39.7% |
| Q3 2022 | $1,103,000 | -9.8% | 4,934 | +2.6% | 0.78% | +17.3% |
| Q1 2022 | $1,223,000 | -2.8% | 4,809 | +1.8% | 0.67% | +0.3% |
| Q4 2021 | $1,258,000 | +8.5% | 4,723 | +0.7% | 0.66% | +2.5% |
| Q3 2021 | $1,159,000 | -2.2% | 4,692 | -2.2% | 0.65% | -0.6% |
| Q2 2021 | $1,185,000 | +6.9% | 4,798 | -1.0% | 0.65% | +0.6% |
| Q1 2021 | $1,108,000 | +1.6% | 4,845 | -0.7% | 0.65% | -4.7% |
| Q4 2020 | $1,091,000 | +15.4% | 4,880 | +5.3% | 0.68% | +0.9% |
| Q3 2020 | $945,000 | +31.4% | 4,635 | +24.1% | 0.67% | +14.8% |
| Q2 2020 | $719,000 | +52.3% | 3,735 | +31.4% | 0.59% | +18.3% |
| Q1 2020 | $472,000 | -6.5% | 2,843 | +7.8% | 0.50% | +17.5% |
| Q4 2019 | $505,000 | – | 2,638 | – | 0.42% | – |
Download | ||||||
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% |