VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 706 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.88 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $91,689 | -4.0% | 390 | 0.0% | 0.08% | +1.4% |
| Q2 2023 | $95,480 | +2.7% | 390 | 0.0% | 0.07% | -1.3% |
| Q1 2023 | $93,000 | -3.9% | 390 | 0.0% | 0.08% | -9.6% |
| Q4 2022 | $96,740 | +11.2% | 390 | 0.0% | 0.08% | +18.6% |
| Q3 2022 | $87,000 | -5.4% | 390 | 0.0% | 0.07% | +4.5% |
| Q2 2022 | $92,000 | -7.1% | 390 | 0.0% | 0.07% | +1.5% |
| Q1 2022 | $99,000 | -4.8% | 390 | 0.0% | 0.07% | -1.5% |
| Q4 2021 | $104,000 | +8.3% | 390 | 0.0% | 0.07% | -1.5% |
| Q3 2021 | $96,000 | 0.0% | 390 | 0.0% | 0.07% | 0.0% |
| Q2 2021 | $96,000 | +7.9% | 390 | 0.0% | 0.07% | -2.9% |
| Q1 2021 | $89,000 | +2.3% | 390 | 0.0% | 0.07% | -4.1% |
| Q4 2020 | $87,000 | – | 390 | – | 0.07% | – |
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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% |
| EXECUTIVE WEALTH GROUP LLC | 50,777 | $12,108,312 | 8.57% |
| BCM ADVISORS, LLC | 107,056 | $26,473,878 | 7.16% |
| Morningstar Investment Management LLC | 199,110 | $47,480 | 7.06% |
| 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% |