VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 698 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.88 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $219,714,921 | -4.1% | 934,559 | -0.1% | 8.11% | -6.1% |
| Q2 2023 | $229,084,790 | +3.2% | 935,727 | +0.5% | 8.64% | -6.2% |
| Q1 2023 | $222,054,294 | -3.9% | 931,201 | -0.1% | 9.21% | -11.8% |
| Q4 2022 | $231,142,634 | +918.0% | 931,839 | +914.4% | 10.45% | +203.4% |
| Q3 2021 | $22,705,000 | +27.5% | 91,864 | +27.5% | 3.44% | +4.7% |
| Q2 2021 | $17,808,000 | +35.2% | 72,058 | +25.2% | 3.29% | +1.8% |
| Q1 2021 | $13,168,000 | +22.5% | 57,565 | +19.9% | 3.23% | -8.6% |
| Q4 2020 | $10,746,000 | – | 48,029 | – | 3.53% | – |
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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% |
| BCM ADVISORS, LLC | 107,056 | $26,473,878 | 7.16% |
| Morningstar Investment Management LLC | 199,110 | $47,480 | 7.08% |
| 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% |
| ASSET PLANNING CORPORATION | 31,046 | $7,403,150 | 5.95% |