VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 738 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 1.03 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $473,111 | -7.3% | 1,779 | -5.7% | 0.27% | -0.7% |
| Q1 2024 | $510,096 | +20.0% | 1,886 | +11.2% | 0.27% | +5.5% |
| Q4 2023 | $425,090 | +6.6% | 1,696 | 0.0% | 0.25% | -5.9% |
| Q3 2023 | $398,638 | -6.7% | 1,696 | -2.8% | 0.27% | -9.4% |
| Q2 2023 | $427,116 | +15.6% | 1,745 | +12.7% | 0.30% | +2.1% |
| Q1 2023 | $369,453 | +44.9% | 1,549 | +50.7% | 0.29% | +28.6% |
| Q4 2022 | $254,995 | +10.9% | 1,028 | 0.0% | 0.23% | +6.6% |
| Q3 2022 | $230,000 | -6.5% | 1,028 | -1.4% | 0.21% | -3.6% |
| Q2 2022 | $246,000 | -7.2% | 1,043 | 0.0% | 0.22% | -6.0% |
| Q1 2022 | $265,000 | -4.7% | 1,043 | 0.0% | 0.24% | -2.9% |
| Q4 2021 | $278,000 | +7.8% | 1,043 | 0.0% | 0.24% | +0.4% |
| Q3 2021 | $258,000 | 0.0% | 1,043 | 0.0% | 0.24% | -3.2% |
| Q2 2021 | $258,000 | +20.0% | 1,043 | +11.1% | 0.25% | +9.7% |
| Q1 2021 | $215,000 | +0.5% | 939 | -2.1% | 0.23% | +8.1% |
| Q4 2020 | $214,000 | – | 959 | – | 0.21% | – |
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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% |