VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 722 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,000,275 | +1.0% | 59,550 | +5.1% | 3.85% | +1.1% |
| Q2 2023 | $13,866,713 | +2.5% | 56,640 | -0.1% | 3.80% | -8.7% |
| Q1 2023 | $13,524,032 | +15.2% | 56,714 | +19.8% | 4.17% | +0.9% |
| Q4 2022 | $11,742,792 | -21.7% | 47,340 | -29.4% | 4.13% | -31.5% |
| Q3 2022 | $15,004,000 | +0.7% | 67,073 | +6.0% | 6.03% | +1.6% |
| Q2 2022 | $14,897,000 | -17.1% | 63,258 | -10.4% | 5.93% | -13.3% |
| Q1 2022 | $17,962,000 | +2.0% | 70,613 | +6.9% | 6.84% | -7.0% |
| Q4 2021 | $17,606,000 | +14.4% | 66,083 | +6.1% | 7.36% | +4.9% |
| Q3 2021 | $15,392,000 | +13.7% | 62,274 | +13.6% | 7.01% | +9.5% |
| Q2 2021 | $13,542,000 | +91.2% | 54,798 | +73.1% | 6.40% | +36.9% |
| Q4 2020 | $7,084,000 | – | 31,661 | – | 4.68% | – |
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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% |