VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 465 filers reported holding VANGUARD WORLD FDS in Q3 2019. The put-call ratio across all filers is 0.82 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $584,049 | +4.5% | 2,479 | +8.6% | 0.01% | +16.7% |
| Q2 2023 | $558,940 | +5.5% | 2,282 | +2.8% | 0.01% | 0.0% |
| Q1 2023 | $529,634 | +88.2% | 2,220 | +95.8% | 0.01% | +100.0% |
| Q4 2022 | $281,411 | +9.1% | 1,134 | -1.7% | 0.00% | 0.0% |
| Q3 2022 | $258,000 | -3.4% | 1,154 | +1.3% | 0.00% | 0.0% |
| Q2 2022 | $267,000 | -4.0% | 1,139 | +4.3% | 0.00% | 0.0% |
| Q1 2022 | $278,000 | -4.5% | 1,092 | -0.1% | 0.00% | 0.0% |
| Q4 2021 | $291,000 | +15.5% | 1,093 | +7.3% | 0.00% | 0.0% |
| Q3 2021 | $252,000 | +8.2% | 1,019 | +7.9% | 0.00% | +50.0% |
| Q2 2021 | $233,000 | +31.6% | 944 | +3.4% | 0.00% | -33.3% |
| Q2 2020 | $177,000 | -41.0% | 913 | -49.6% | 0.00% | -25.0% |
| Q1 2020 | $300,000 | +14900.0% | 1,810 | +16354.5% | 0.00% | – |
| Q3 2019 | $2,000 | 0.0% | 11 | 0.0% | 0.00% | – |
| Q2 2019 | $2,000 | 0.0% | 11 | 0.0% | 0.00% | – |
| Q1 2019 | $2,000 | 0.0% | 11 | 0.0% | 0.00% | – |
| Q4 2018 | $2,000 | 0.0% | 11 | 0.0% | 0.00% | – |
| Q3 2018 | $2,000 | -60.0% | 11 | -66.7% | 0.00% | – |
| Q1 2018 | $5,000 | -98.3% | 33 | -98.6% | 0.00% | -100.0% |
| Q1 2016 | $292,000 | +4071.4% | 2,370 | +4640.0% | 0.01% | – |
| Q4 2015 | $7,000 | +16.7% | 50 | 0.0% | 0.00% | – |
| Q3 2015 | $6,000 | -14.3% | 50 | 0.0% | 0.00% | – |
| Q2 2015 | $7,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q1 2015 | $7,000 | +16.7% | 50 | 0.0% | 0.00% | – |
| Q4 2014 | $6,000 | – | 50 | – | 0.00% | – |
Download | ||||||
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% |