VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 698 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.88 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,866,489 | -2.6% | 7,939 | +1.4% | 6.38% | -3.2% |
| Q2 2023 | $1,916,339 | +1.7% | 7,828 | -0.9% | 6.59% | -3.7% |
| Q1 2023 | $1,884,250 | -4.8% | 7,902 | -0.9% | 6.84% | -7.8% |
| Q4 2022 | $1,978,501 | +6.9% | 7,976 | -3.6% | 7.42% | +0.4% |
| Q3 2022 | $1,851,000 | -11.3% | 8,275 | -6.6% | 7.39% | -5.2% |
| Q2 2022 | $2,086,000 | -10.4% | 8,856 | -3.2% | 7.80% | +24.2% |
| Q1 2022 | $2,328,000 | -61.8% | 9,152 | -60.0% | 6.28% | +21.8% |
| Q4 2021 | $6,099,000 | +10.1% | 22,891 | +2.1% | 5.15% | +2.3% |
| Q3 2021 | $5,542,000 | +0.8% | 22,423 | +0.8% | 5.03% | +0.2% |
| Q2 2021 | $5,500,000 | -10.6% | 22,255 | -17.3% | 5.02% | -14.5% |
| Q1 2021 | $6,153,000 | -0.9% | 26,900 | -3.1% | 5.87% | -3.1% |
| Q4 2020 | $6,208,000 | +1.7% | 27,748 | -7.3% | 6.06% | -4.1% |
| Q3 2020 | $6,106,000 | +3.9% | 29,933 | -1.9% | 6.32% | -7.4% |
| Q2 2020 | $5,878,000 | +14.8% | 30,512 | -1.0% | 6.82% | +2.1% |
| Q1 2020 | $5,120,000 | -11.1% | 30,829 | +2.6% | 6.68% | +14.6% |
| Q4 2019 | $5,758,000 | – | 30,034 | – | 5.83% | – |
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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% |