VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 553 filers reported holding VANGUARD WORLD FDS in Q1 2020. The put-call ratio across all filers is 1.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $267,093 | -3.9% | 1,136 | +0.1% | 0.08% | -1.2% |
| Q2 2023 | $277,861 | +2.6% | 1,135 | -0.1% | 0.08% | -3.5% |
| Q1 2023 | $270,806 | -3.7% | 1,136 | +0.2% | 0.08% | -20.6% |
| Q4 2022 | $281,219 | +10.7% | 1,134 | 0.0% | 0.11% | +2.9% |
| Q3 2022 | $254,000 | -5.2% | 1,134 | -0.2% | 0.10% | -8.8% |
| Q2 2022 | $268,000 | -7.3% | 1,136 | +0.2% | 0.11% | +14.0% |
| Q1 2022 | $289,000 | +18.9% | 1,134 | +24.5% | 0.10% | +17.6% |
| Q4 2021 | $243,000 | +8.0% | 911 | +0.2% | 0.08% | -5.6% |
| Q3 2021 | $225,000 | 0.0% | 909 | 0.0% | 0.09% | -5.3% |
| Q2 2021 | $225,000 | +8.2% | 909 | +0.1% | 0.10% | -5.9% |
| Q1 2021 | $208,000 | +2.5% | 908 | +0.1% | 0.10% | -17.2% |
| Q4 2020 | $203,000 | +35.3% | 907 | +0.6% | 0.12% | +10.9% |
| Q1 2020 | $150,000 | -13.3% | 902 | +0.1% | 0.11% | -13.4% |
| Q4 2019 | $173,000 | – | 901 | – | 0.13% | – |
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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% |