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 | $9,244,479 | -1.8% | 39,321 | +2.2% | 5.24% | -0.9% |
| Q2 2023 | $9,417,853 | -6.2% | 38,468 | -8.6% | 5.28% | -2.6% |
| Q1 2023 | $10,041,508 | -2.0% | 42,109 | +1.9% | 5.43% | -7.6% |
| Q4 2022 | $10,249,497 | +11.6% | 41,320 | +0.7% | 5.88% | +2.2% |
| Q3 2022 | $9,182,000 | -3.4% | 41,045 | +1.7% | 5.75% | -2.5% |
| Q2 2022 | $9,509,000 | -0.5% | 40,376 | +7.5% | 5.89% | +5.0% |
| Q1 2022 | $9,553,000 | -2.4% | 37,555 | +2.3% | 5.61% | +0.5% |
| Q4 2021 | $9,783,000 | +10.5% | 36,720 | +2.5% | 5.59% | +2.3% |
| Q3 2021 | $8,855,000 | +0.9% | 35,826 | +0.9% | 5.46% | -0.3% |
| Q2 2021 | $8,773,000 | +11.2% | 35,501 | +2.9% | 5.48% | +3.2% |
| Q1 2021 | $7,889,000 | +16.9% | 34,485 | +14.3% | 5.30% | +3.6% |
| Q4 2020 | $6,749,000 | +6.6% | 30,167 | -2.8% | 5.12% | +2.8% |
| Q3 2020 | $6,332,000 | +11.6% | 31,037 | +5.3% | 4.98% | -0.1% |
| Q2 2020 | $5,676,000 | +16.2% | 29,462 | +0.2% | 4.99% | -0.6% |
| Q1 2020 | $4,885,000 | -9.1% | 29,411 | +5.0% | 5.02% | -2.7% |
| Q4 2019 | $5,373,000 | – | 28,020 | – | 5.16% | – |
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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% |