VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 722 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,873,512 | -4.6% | 16,476 | -0.6% | 2.52% | +0.4% |
| Q2 2023 | $4,058,631 | +2.3% | 16,578 | -0.3% | 2.51% | -0.2% |
| Q1 2023 | $3,966,544 | +5.1% | 16,634 | +9.4% | 2.51% | +0.4% |
| Q4 2022 | $3,772,592 | +10.2% | 15,209 | -0.6% | 2.50% | +8.5% |
| Q3 2022 | $3,422,000 | -99.9% | 15,299 | -0.6% | 2.30% | -3.9% |
| Q2 2022 | $3,626,465,000 | -9.5% | 15,399 | -2.2% | 2.40% | +3.2% |
| Q1 2022 | $4,004,959,000 | -5.3% | 15,744 | -0.8% | 2.32% | -3.0% |
| Q4 2021 | $4,229,151,000 | +4.6% | 15,874 | -3.0% | 2.40% | -2.4% |
| Q3 2021 | $4,043,290,000 | -2.4% | 16,359 | -2.4% | 2.46% | -4.7% |
| Q2 2021 | $4,142,887,000 | -0.8% | 16,764 | -8.2% | 2.58% | -10.4% |
| Q1 2021 | $4,176,289,000 | +8.9% | 18,257 | +6.5% | 2.88% | -6.1% |
| Q4 2020 | $3,834,061,000 | +10.6% | 17,137 | +0.9% | 3.06% | -6.0% |
| Q3 2020 | $3,465,348,000 | – | 16,987 | – | 3.26% | – |
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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% |