VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 722 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $234,983 | -39.4% | 1,003 | -36.6% | 0.15% | -27.0% |
| Q2 2023 | $387,596 | +2.7% | 1,583 | 0.0% | 0.20% | +0.5% |
| Q1 2023 | $377,527 | +10.3% | 1,583 | +3.5% | 0.20% | -10.4% |
| Q4 2022 | $342,154 | +0.0% | 1,530 | 0.0% | 0.22% | -0.4% |
| Q3 2022 | $342,000 | +44.9% | 1,530 | +55.8% | 0.22% | +57.0% |
| Q2 2022 | $236,000 | -39.6% | 982 | -35.8% | 0.14% | -24.9% |
| Q1 2022 | $391,000 | -8.0% | 1,529 | -4.3% | 0.19% | -2.6% |
| Q4 2021 | $425,000 | +13.3% | 1,597 | +5.3% | 0.19% | 0.0% |
| Q3 2021 | $375,000 | 0.0% | 1,516 | 0.0% | 0.19% | -0.5% |
| Q2 2021 | $375,000 | +8.1% | 1,516 | 0.0% | 0.20% | 0.0% |
| Q1 2021 | $347,000 | -9.6% | 1,516 | -11.7% | 0.20% | -14.5% |
| Q4 2020 | $384,000 | +3.2% | 1,716 | -5.8% | 0.23% | -13.3% |
| Q3 2020 | $372,000 | +4.2% | 1,822 | 0.0% | 0.26% | -11.1% |
| Q2 2020 | $357,000 | +12.3% | 1,822 | -4.9% | 0.30% | -11.4% |
| Q1 2020 | $318,000 | -16.8% | 1,915 | -2.0% | 0.33% | +18.4% |
| Q4 2019 | $382,000 | – | 1,955 | – | 0.28% | – |
Download | ||||||
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% |