VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 762 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $399,907 | -24.8% | 1,701 | -21.7% | 0.37% | -20.4% |
| Q2 2023 | $531,995 | -8.3% | 2,173 | -10.7% | 0.46% | -24.9% |
| Q1 2023 | $580,174 | -3.9% | 2,433 | 0.0% | 0.62% | +12.1% |
| Q4 2022 | $603,506 | +10.9% | 2,433 | 0.0% | 0.55% | +8.7% |
| Q3 2022 | $544,000 | -5.1% | 2,433 | 0.0% | 0.51% | +1.2% |
| Q2 2022 | $573,000 | -7.4% | 2,433 | 0.0% | 0.50% | +11.8% |
| Q1 2022 | $619,000 | -18.6% | 2,433 | -14.7% | 0.45% | -12.3% |
| Q4 2021 | $760,000 | +5.6% | 2,852 | -2.1% | 0.51% | +0.4% |
| Q3 2021 | $720,000 | -1.9% | 2,912 | -2.0% | 0.51% | -1.4% |
| Q2 2021 | $734,000 | +2.9% | 2,972 | -4.7% | 0.52% | -5.0% |
| Q1 2021 | $713,000 | -5.2% | 3,119 | -7.2% | 0.54% | -9.9% |
| Q4 2020 | $752,000 | +10.6% | 3,362 | +0.9% | 0.60% | -1.1% |
| Q3 2020 | $680,000 | +1.8% | 3,332 | -3.8% | 0.61% | -3.2% |
| Q2 2020 | $668,000 | +17.0% | 3,465 | +0.9% | 0.63% | +1.8% |
| Q1 2020 | $571,000 | -5.6% | 3,435 | +8.9% | 0.62% | +6.2% |
| Q4 2019 | $605,000 | – | 3,155 | – | 0.58% | – |
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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% |