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 2021 | $220,000 | +1.4% | 893 | +1.7% | 0.15% | -0.7% |
| Q2 2021 | $217,000 | -21.7% | 878 | -27.4% | 0.15% | -28.2% |
| Q1 2021 | $277,000 | +0.7% | 1,209 | -1.9% | 0.21% | -0.5% |
| Q4 2020 | $275,000 | -7.7% | 1,232 | -15.5% | 0.21% | -17.9% |
| Q3 2020 | $298,000 | +10.4% | 1,458 | +3.9% | 0.25% | -1.9% |
| Q2 2020 | $270,000 | +17.9% | 1,403 | +1.7% | 0.26% | -15.2% |
| Q1 2020 | $229,000 | -12.6% | 1,380 | +0.9% | 0.30% | +11.4% |
| Q4 2019 | $262,000 | – | 1,368 | – | 0.27% | – |
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% |