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 | $897,611 | -4.2% | 3,818 | -0.2% | 0.60% | +2.6% |
| Q2 2023 | $936,681 | +2.7% | 3,826 | 0.0% | 0.59% | -5.0% |
| Q1 2023 | $912,347 | -3.0% | 3,826 | +0.1% | 0.62% | -15.0% |
| Q4 2022 | $941,010 | +8.7% | 3,824 | -0.3% | 0.73% | +8.2% |
| Q3 2022 | $866,000 | -4.5% | 3,835 | 0.0% | 0.67% | +2.7% |
| Q2 2022 | $907,000 | -8.2% | 3,835 | 0.0% | 0.66% | +8.1% |
| Q1 2022 | $988,000 | -15.1% | 3,835 | -12.2% | 0.61% | -11.7% |
| Q4 2021 | $1,164,000 | +6.5% | 4,369 | -0.1% | 0.69% | +2.5% |
| Q3 2021 | $1,093,000 | +1.1% | 4,374 | 0.0% | 0.67% | +1.4% |
| Q2 2021 | $1,081,000 | +7.3% | 4,374 | -0.4% | 0.66% | +5.8% |
| Q1 2021 | $1,007,000 | -2.8% | 4,393 | 0.0% | 0.62% | -1.6% |
| Q4 2020 | $1,036,000 | -2.4% | 4,393 | -15.6% | 0.63% | -14.6% |
| Q3 2020 | $1,062,000 | +5.5% | 5,204 | -0.4% | 0.74% | -28.2% |
| Q2 2020 | $1,007,000 | -3.1% | 5,226 | -3.5% | 1.03% | -4.2% |
| Q1 2020 | $1,039,000 | -10.7% | 5,418 | -10.7% | 1.08% | +20.2% |
| Q4 2019 | $1,163,000 | – | 6,065 | – | 0.90% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pariax, LLC | 18,636 | $4,443,941 | 13.52% |
| PGIM Custom Harvest LLC | 931,201 | $222,054,294 | 9.21% |
| AMI INVESTMENT MANAGEMENT INC | 79,910 | $19,055,338 | 8.89% |
| Allied Investment Advisors, LLC | 117,886 | $28,111,096 | 8.71% |
| BCM ADVISORS, LLC | 107,056 | $26,473,878 | 7.16% |
| Morningstar Investment Management LLC | 199,110 | $47,480 | 7.08% |
| Essex Private Wealth Management, LLC | 7,902 | $1,884,250 | 6.84% |
| PARAGON FINANCIAL PARTNERS, INC. | 27,101 | $6,462,422 | 6.77% |
| Wealth Management Solutions, LLC | 48,001 | $11,446,226 | 6.59% |
| ASSET PLANNING CORPORATION | 31,046 | $7,403,150 | 5.95% |