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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |