VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 698 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.88 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $538,889 | -3.3% | 2,292 | +0.7% | 0.08% | +2.4% |
| Q2 2023 | $557,202 | -4.3% | 2,276 | -6.8% | 0.08% | -11.7% |
| Q1 2023 | $582,450 | -4.3% | 2,443 | -0.4% | 0.09% | -13.0% |
| Q4 2022 | $608,310 | +11.0% | 2,452 | +0.0% | 0.11% | 0.0% |
| Q3 2022 | $548,000 | -11.3% | 2,451 | -6.5% | 0.11% | -9.2% |
| Q2 2022 | $618,000 | -0.6% | 2,622 | +7.2% | 0.12% | -6.3% |
| Q1 2022 | $622,000 | -3.0% | 2,446 | +1.7% | 0.13% | -1.6% |
| Q4 2021 | $641,000 | +7.9% | 2,405 | +0.0% | 0.13% | -3.0% |
| Q3 2021 | $594,000 | -0.2% | 2,404 | -0.2% | 0.13% | -5.0% |
| Q2 2021 | $595,000 | +39.0% | 2,408 | +28.6% | 0.14% | +16.7% |
| Q1 2021 | $428,000 | -22.7% | 1,872 | -24.4% | 0.12% | -26.4% |
| Q4 2020 | $554,000 | +9.7% | 2,475 | 0.0% | 0.16% | -10.4% |
| Q3 2020 | $505,000 | +5.9% | 2,475 | 0.0% | 0.18% | -3.2% |
| Q2 2020 | $477,000 | +6.2% | 2,475 | -8.4% | 0.19% | -22.3% |
| Q1 2020 | $449,000 | – | 2,701 | – | 0.24% | – |
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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% |