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 | $488,063 | -5.7% | 2,076 | -1.8% | 0.04% | -6.8% |
| Q2 2023 | $517,550 | -33.0% | 2,114 | -34.8% | 0.04% | -38.9% |
| Q1 2023 | $772,812 | +6.1% | 3,241 | +10.4% | 0.07% | -2.7% |
| Q4 2022 | $728,457 | -0.3% | 2,936 | -10.2% | 0.07% | +76.2% |
| Q3 2022 | $731,000 | +1.1% | 3,269 | +6.5% | 0.04% | 0.0% |
| Q2 2022 | $723,000 | -15.7% | 3,069 | -8.9% | 0.04% | 0.0% |
| Q1 2022 | $858,000 | +81.4% | 3,370 | +90.5% | 0.04% | -10.6% |
| Q4 2021 | $473,000 | +36.7% | 1,769 | +26.9% | 0.05% | +30.6% |
| Q2 2021 | $346,000 | +8.5% | 1,394 | -0.1% | 0.04% | -16.3% |
| Q1 2021 | $319,000 | +6.0% | 1,395 | +3.9% | 0.04% | -2.3% |
| Q4 2020 | $301,000 | +12.3% | 1,343 | +2.2% | 0.04% | 0.0% |
| Q3 2020 | $268,000 | +5.9% | 1,314 | -0.2% | 0.04% | -4.3% |
| Q2 2020 | $253,000 | +18.2% | 1,316 | +2.3% | 0.05% | -6.1% |
| Q1 2020 | $214,000 | +0.9% | 1,287 | +6.2% | 0.05% | +75.0% |
| Q2 2019 | $212,000 | -7.8% | 1,212 | -8.7% | 0.03% | -45.1% |
| Q1 2019 | $230,000 | – | 1,328 | – | 0.05% | – |
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% |