VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 561 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $299,598 | -4.3% | 0 | -100.0% | 0.07% | -9.1% |
| Q1 2024 | $313,075 | +6.0% | 1,157 | +2.4% | 0.08% | -1.3% |
| Q4 2023 | $295,422 | +10.6% | 1,130 | -0.5% | 0.08% | -3.7% |
| 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 ↓ |
|---|---|---|---|
| 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% |
| EXECUTIVE WEALTH GROUP LLC | 50,777 | $12,108,312 | 8.57% |
| BCM ADVISORS, LLC | 107,056 | $26,473,878 | 7.16% |
| Morningstar Investment Management LLC | 199,110 | $47,480 | 7.06% |
| 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% |