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 | $646,981 | +6.5% | 2,752 | +10.9% | 0.16% | +14.6% |
| Q2 2023 | $607,565 | +31.6% | 2,482 | +28.1% | 0.14% | +23.4% |
| Q1 2023 | $461,821 | -10.3% | 1,937 | -6.7% | 0.11% | -11.9% |
| Q4 2022 | $515,063 | +11.7% | 2,076 | +0.7% | 0.13% | +5.0% |
| Q3 2022 | $461,000 | -26.5% | 2,061 | -22.5% | 0.12% | +4.3% |
| Q2 2022 | $627,000 | -15.7% | 2,661 | -9.1% | 0.12% | -9.4% |
| Q1 2022 | $744,000 | -9.6% | 2,926 | -12.1% | 0.13% | -14.2% |
| Q3 2021 | $823,000 | +21.6% | 3,330 | +21.6% | 0.15% | +16.5% |
| Q2 2021 | $677,000 | +16.7% | 2,739 | +8.1% | 0.13% | +5.8% |
| Q1 2021 | $580,000 | +0.7% | 2,534 | -1.5% | 0.12% | -7.0% |
| Q4 2020 | $576,000 | +18.5% | 2,573 | +7.9% | 0.13% | +3.2% |
| Q3 2020 | $486,000 | +31.4% | 2,384 | +24.2% | 0.12% | -10.7% |
| Q2 2020 | $370,000 | +118.9% | 1,919 | +88.1% | 0.14% | +89.2% |
| Q1 2020 | $169,000 | -13.8% | 1,020 | 0.0% | 0.07% | -5.1% |
| Q4 2019 | $196,000 | – | 1,020 | – | 0.08% | – |
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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% |