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 | $864,025 | -7.1% | 3,688 | -3.7% | 0.39% | -5.1% |
| Q2 2023 | $929,936 | -4.5% | 3,828 | -6.2% | 0.41% | -12.4% |
| Q1 2023 | $973,394 | +17.2% | 4,082 | +21.2% | 0.47% | +4.7% |
| Q4 2022 | $830,459 | +10.1% | 3,369 | 0.0% | 0.45% | -0.4% |
| Q3 2022 | $754,000 | +9.9% | 3,369 | +18.8% | 0.45% | +17.5% |
| Q2 2022 | $686,000 | +0.3% | 2,835 | +9.2% | 0.38% | +12.0% |
| Q1 2022 | $684,000 | +3.2% | 2,595 | +4.3% | 0.34% | -3.1% |
| Q4 2021 | $663,000 | +13.5% | 2,488 | +5.5% | 0.35% | +1.4% |
| Q3 2021 | $584,000 | +4.7% | 2,358 | +6.1% | 0.35% | +3.6% |
| Q2 2021 | $558,000 | +9.8% | 2,223 | -0.0% | 0.34% | -2.0% |
| Q1 2021 | $508,000 | +5.0% | 2,224 | +2.8% | 0.34% | -5.3% |
| Q4 2020 | $484,000 | +17.5% | 2,164 | +6.9% | 0.36% | +8.1% |
| Q3 2020 | $412,000 | +36.0% | 2,024 | +28.6% | 0.33% | +21.0% |
| Q2 2020 | $303,000 | +13.5% | 1,574 | -2.1% | 0.28% | -5.2% |
| Q1 2020 | $267,000 | +11.2% | 1,608 | +28.3% | 0.29% | +31.1% |
| Q4 2019 | $240,000 | – | 1,253 | – | 0.22% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Morningstar Investment Management LLC | 340,321 | $80,009 | 11.96% |
| Pariax, LLC | 14,707 | $3,457,616 | 10.79% |
| Allied Investment Advisors, LLC | 124,596 | $29,292,520 | 8.76% |
| PGIM Custom Harvest LLC | 934,559 | $219,714,921 | 8.11% |
| Wealth Management Solutions, LLC | 47,169 | $11,089,475 | 7.60% |
| PARAGON FINANCIAL PARTNERS, INC. | 27,447 | $6,452,689 | 6.70% |
| Main Management ETF Advisors, LLC | 397,065 | $93,350 | 6.63% |
| Essex Private Wealth Management, LLC | 7,939 | $1,866,489 | 6.38% |
| ASSET PLANNING CORPORATION | 33,870 | $7,963,414 | 6.13% |
| Beacon Capital Management, Inc. | 665,273 | $156,405,682 | 5.80% |