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 | $435,875 | -4.0% | 1,854 | -0.1% | 0.15% | 0.0% |
| Q2 2023 | $454,141 | +1.9% | 1,855 | -0.7% | 0.15% | -3.9% |
| Q1 2023 | $445,682 | +18.4% | 1,869 | +23.2% | 0.15% | +13.4% |
| Q4 2022 | $376,292 | +11.3% | 1,517 | +0.3% | 0.13% | +4.7% |
| Q3 2022 | $338,000 | -4.5% | 1,512 | +0.7% | 0.13% | +8.5% |
| Q2 2022 | $354,000 | -6.3% | 1,502 | +1.0% | 0.12% | +16.8% |
| Q1 2022 | $378,000 | -4.8% | 1,487 | -0.2% | 0.10% | +27.8% |
| Q4 2021 | $397,000 | +6.1% | 1,490 | -1.7% | 0.08% | +12.9% |
| Q3 2021 | $374,000 | +1.9% | 1,515 | +1.9% | 0.07% | +18.6% |
| Q2 2021 | $367,000 | +18.8% | 1,487 | +10.1% | 0.06% | +28.3% |
| Q1 2021 | $309,000 | +14.4% | 1,351 | +12.0% | 0.05% | -44.6% |
| Q4 2020 | $270,000 | – | 1,206 | – | 0.08% | – |
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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% |