VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 731 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,437,711 | -8.0% | 5,405 | -6.4% | 0.19% | -20.5% |
| Q1 2024 | $1,562,774 | +3.2% | 5,777 | -4.4% | 0.24% | -6.6% |
| Q4 2023 | $1,514,461 | +13.8% | 6,041 | +6.8% | 0.26% | -1.2% |
| Q3 2023 | $1,330,385 | -20.8% | 5,658 | -17.6% | 0.26% | -27.5% |
| Q2 2023 | $1,680,105 | -27.8% | 6,863 | -29.7% | 0.36% | -35.4% |
| Q1 2023 | $2,327,413 | -29.8% | 9,761 | -26.9% | 0.55% | -38.4% |
| Q4 2022 | $3,314,319 | +5.3% | 13,362 | -4.8% | 0.90% | -21.5% |
| Q3 2022 | $3,148,000 | -7.0% | 14,040 | -2.4% | 1.14% | -0.3% |
| Q2 2022 | $3,385,000 | -8.8% | 14,392 | -1.2% | 1.15% | +0.1% |
| Q1 2022 | $3,710,000 | -11.3% | 14,563 | -7.3% | 1.15% | -7.9% |
| Q4 2021 | $4,181,000 | +10.3% | 15,703 | +2.4% | 1.24% | -5.0% |
| Q3 2021 | $3,790,000 | +6.8% | 15,331 | +6.8% | 1.31% | +3.0% |
| Q2 2021 | $3,550,000 | -1.4% | 14,361 | -8.8% | 1.27% | -11.5% |
| Q1 2021 | $3,599,000 | +7.3% | 15,754 | +5.2% | 1.44% | -15.2% |
| Q4 2020 | $3,353,000 | – | 14,974 | – | 1.70% | – |
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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% |