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 | $246,692 | -12.2% | 1,049 | -8.6% | 0.01% | -16.7% |
| Q2 2023 | $281,129 | +2.6% | 1,148 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $273,938 | +5.3% | 1,148 | +9.5% | 0.01% | -14.3% |
| Q4 2022 | $260,033 | +10.7% | 1,048 | 0.0% | 0.01% | +16.7% |
| Q3 2022 | $235,000 | -6.7% | 1,048 | -1.9% | 0.01% | -25.0% |
| Q2 2022 | $252,000 | -7.4% | 1,068 | 0.0% | 0.01% | +33.3% |
| Q1 2022 | $272,000 | -4.6% | 1,068 | 0.0% | 0.01% | -14.3% |
| Q4 2021 | $285,000 | -20.2% | 1,068 | -26.1% | 0.01% | -22.2% |
| Q3 2021 | $357,000 | +35.2% | 1,445 | +35.3% | 0.01% | +12.5% |
| Q2 2021 | $264,000 | +4.3% | 1,068 | -3.5% | 0.01% | -20.0% |
| Q1 2021 | $253,000 | -44.6% | 1,107 | -53.4% | 0.01% | -66.7% |
| Q2 2020 | $457,000 | – | 2,373 | – | 0.03% | – |
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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% |