VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 615 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 0.48 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $505,748 | +13.4% | 1,901 | +15.4% | 0.04% | +14.3% |
| Q1 2024 | $445,909 | -24.1% | 1,648 | -29.7% | 0.04% | -30.0% |
| Q4 2023 | $587,726 | -10.1% | 2,344 | -15.7% | 0.05% | -16.7% |
| Q3 2023 | $653,944 | -4.0% | 2,782 | +0.0% | 0.06% | +5.3% |
| Q2 2023 | $680,848 | +2.7% | 2,781 | 0.0% | 0.06% | -1.7% |
| Q1 2023 | $663,161 | -3.2% | 2,781 | -0.5% | 0.06% | -1.7% |
| Q4 2022 | $685,205 | +13.3% | 2,794 | +3.3% | 0.06% | -4.8% |
| Q3 2022 | $605,000 | -46.7% | 2,705 | -43.9% | 0.06% | -44.1% |
| Q2 2022 | $1,136,000 | +164.8% | 4,826 | +185.7% | 0.11% | +200.0% |
| Q1 2022 | $429,000 | +4.4% | 1,689 | +9.5% | 0.04% | +5.7% |
| Q4 2021 | $411,000 | -56.8% | 1,543 | -59.9% | 0.04% | -59.3% |
| Q3 2021 | $952,000 | +332.7% | 3,852 | +331.4% | 0.09% | +330.0% |
| Q2 2021 | $220,000 | +8.4% | 893 | +0.3% | 0.02% | 0.0% |
| Q1 2021 | $203,000 | -99.8% | 890 | +59.5% | 0.02% | +42.9% |
| Q2 2020 | $107,653,000 | – | 558 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pariax, LLC | 18,636 | $4,443,941 | 13.52% |
| PGIM Custom Harvest LLC | 931,201 | $222,054,294 | 9.21% |
| AMI INVESTMENT MANAGEMENT INC | 79,910 | $19,055,338 | 8.89% |
| Allied Investment Advisors, LLC | 117,886 | $28,111,096 | 8.71% |
| EXECUTIVE WEALTH GROUP LLC | 50,777 | $12,108,312 | 8.57% |
| BCM ADVISORS, LLC | 107,056 | $26,473,878 | 7.16% |
| Morningstar Investment Management LLC | 199,110 | $47,480 | 7.06% |
| Essex Private Wealth Management, LLC | 7,902 | $1,884,250 | 6.84% |
| PARAGON FINANCIAL PARTNERS, INC. | 27,101 | $6,462,422 | 6.77% |
| Wealth Management Solutions, LLC | 48,001 | $11,446,226 | 6.59% |