VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 698 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.88 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $194,313 | -18.5% | 1,005 | -14.5% | 0.03% | +12.0% |
| Q4 2022 | $238,347 | +17.4% | 1,175 | -5.9% | 0.02% | -34.2% |
| Q2 2021 | $203,000 | -70.3% | 1,249 | -61.6% | 0.04% | -39.7% |
| Q1 2021 | $684,000 | +24.4% | 3,254 | +28.1% | 0.06% | -37.0% |
| Q4 2020 | $550,000 | +105.2% | 2,541 | +83.3% | 0.10% | +49.3% |
| Q3 2020 | $268,000 | +13.1% | 1,386 | +7.8% | 0.07% | +17.5% |
| Q2 2020 | $237,000 | -11.2% | 1,286 | -22.9% | 0.06% | -30.5% |
| Q1 2020 | $267,000 | – | 1,669 | – | 0.08% | – |
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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% |
| BCM ADVISORS, LLC | 107,056 | $26,473,878 | 7.16% |
| Morningstar Investment Management LLC | 199,110 | $47,480 | 7.08% |
| 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% |
| ASSET PLANNING CORPORATION | 31,046 | $7,403,150 | 5.95% |