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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $205,633 | -17.4% | 829 | -25.4% | 0.13% | -24.3% |
| Q3 2022 | $249,000 | -8.5% | 1,112 | -3.8% | 0.17% | -2.8% |
| Q2 2022 | $272,000 | -9.9% | 1,156 | -2.5% | 0.18% | +2.3% |
| Q1 2022 | $302,000 | -5.9% | 1,186 | -1.7% | 0.17% | +0.6% |
| Q4 2021 | $321,000 | -73.0% | 1,206 | -75.0% | 0.17% | -79.4% |
| Q3 2021 | $1,190,000 | +287.6% | 4,828 | +288.4% | 0.84% | +283.1% |
| Q2 2021 | $307,000 | +3.7% | 1,243 | -3.9% | 0.22% | -8.4% |
| Q1 2021 | $296,000 | -17.8% | 1,294 | -15.8% | 0.24% | +46.6% |
| Q4 2020 | $360,000 | – | 1,536 | – | 0.16% | – |
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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% |