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 | $873,632 | -9.7% | 3,716 | -5.9% | 0.28% | -5.3% |
| Q2 2023 | $967,284 | +2.7% | 3,951 | 0.0% | 0.30% | +20.9% |
| Q1 2023 | $942,155 | -3.9% | 3,951 | 0.0% | 0.25% | -25.7% |
| Q4 2022 | $980,046 | +10.9% | 3,951 | 0.0% | 0.34% | +34.0% |
| Q3 2022 | $884,000 | -4.9% | 3,951 | 0.0% | 0.25% | +48.8% |
| Q2 2022 | $930,000 | -7.5% | 3,951 | 0.0% | 0.17% | -41.5% |
| Q1 2022 | $1,005,000 | -4.6% | 3,951 | 0.0% | 0.29% | -0.3% |
| Q4 2021 | $1,053,000 | +65.8% | 3,951 | +54.4% | 0.29% | +44.7% |
| Q3 2021 | $635,000 | -77.9% | 2,559 | -78.0% | 0.20% | -39.0% |
| Q2 2021 | $2,869,000 | – | 11,609 | – | 0.33% | – |
Download | ||||||
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% |