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 | $1,233,100 | -4.0% | 5,245 | 0.0% | 0.81% | +0.1% |
| Q2 2023 | $1,284,081 | +2.7% | 5,245 | 0.0% | 0.81% | -2.5% |
| Q1 2023 | $1,250,723 | -3.9% | 5,245 | 0.0% | 0.83% | +14.4% |
| Q4 2022 | $1,301,022 | +10.9% | 5,245 | 0.0% | 0.72% | +1.0% |
| Q3 2022 | $1,173,000 | -9.6% | 5,245 | -4.9% | 0.72% | -2.1% |
| Q2 2022 | $1,298,000 | -7.4% | 5,513 | 0.0% | 0.73% | +6.4% |
| Q1 2022 | $1,402,000 | -4.6% | 5,513 | 0.0% | 0.69% | -10.3% |
| Q4 2021 | $1,469,000 | +7.8% | 5,513 | 0.0% | 0.77% | -2.9% |
| Q3 2021 | $1,363,000 | -0.7% | 5,513 | -0.8% | 0.79% | -26.1% |
| Q2 2021 | $1,373,000 | +8.0% | 5,555 | 0.0% | 1.07% | -14.8% |
| Q1 2021 | $1,271,000 | +2.3% | 5,555 | 0.0% | 1.25% | -4.4% |
| Q4 2020 | $1,243,000 | +9.7% | 5,555 | 0.0% | 1.31% | +23.4% |
| Q3 2020 | $1,133,000 | +5.9% | 5,555 | 0.0% | 1.06% | +6.4% |
| Q2 2020 | $1,070,000 | -32.3% | 5,555 | -41.6% | 1.00% | -34.2% |
| Q1 2020 | $1,580,000 | -20.3% | 9,513 | -8.0% | 1.52% | +20.9% |
| Q4 2019 | $1,983,000 | +10.9% | 10,343 | -3.0% | 1.26% | +3.0% |
| Q3 2019 | $1,788,000 | -2.6% | 10,665 | +1.1% | 1.22% | -7.0% |
| Q2 2019 | $1,835,000 | 0.0% | 10,549 | -0.8% | 1.31% | -11.0% |
| Q1 2019 | $1,835,000 | +88.6% | 10,636 | +75.6% | 1.47% | +55.5% |
| Q4 2018 | $973,000 | – | 6,056 | – | 0.95% | – |
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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% |