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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $330,000 | -3.5% | 1,247 | -2.8% | 0.04% | +2.4% |
| Q4 2021 | $342,000 | +7.9% | 1,283 | 0.0% | 0.04% | +5.0% |
| Q3 2021 | $317,000 | 0.0% | 1,283 | 0.0% | 0.04% | -2.4% |
| Q2 2021 | $317,000 | +8.2% | 1,283 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $293,000 | +2.1% | 1,283 | 0.0% | 0.04% | +2.5% |
| Q4 2020 | $287,000 | -1.4% | 1,283 | -10.1% | 0.04% | -11.1% |
| Q3 2020 | $291,000 | +5.8% | 1,427 | 0.0% | 0.04% | +7.1% |
| Q2 2020 | $275,000 | +17.5% | 1,427 | +1.2% | 0.04% | +2.4% |
| Q1 2020 | $234,000 | -19.0% | 1,410 | -6.5% | 0.04% | -8.9% |
| Q4 2019 | $289,000 | +15.1% | 1,508 | +0.8% | 0.04% | +18.4% |
| Q3 2019 | $251,000 | -3.5% | 1,496 | 0.0% | 0.04% | -5.0% |
| Q2 2019 | $260,000 | -6.1% | 1,496 | -7.0% | 0.04% | -14.9% |
| Q1 2019 | $277,000 | – | 1,608 | – | 0.05% | – |
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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% |