VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 728 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 1.03 and the average weighting 0.4%.
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Morningstar Investment Management LLC | 340,321 | $80,009 | 11.96% |
Pariax, LLC | 14,707 | $3,457,616 | 10.79% |
Allied Investment Advisors, LLC | 124,596 | $29,292,520 | 8.76% |
PGIM Custom Harvest LLC | 934,559 | $219,714,921 | 8.11% |
Wealth Management Solutions, LLC | 47,169 | $11,089,475 | 7.60% |
PARAGON FINANCIAL PARTNERS, INC. | 27,447 | $6,452,689 | 6.70% |
Main Management ETF Advisors, LLC | 397,065 | $93,350 | 6.63% |
Essex Private Wealth Management, LLC | 7,939 | $1,866,489 | 6.38% |
ASSET PLANNING CORPORATION | 33,870 | $7,963,414 | 6.13% |
Beacon Capital Management, Inc. | 665,273 | $156,405,682 | 5.80% |