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 | $295,991 | -4.0% | 1,259 | 0.0% | 0.11% | +0.9% |
| Q2 2023 | $308,228 | +2.7% | 1,259 | 0.0% | 0.11% | -3.5% |
| Q1 2023 | $300,221 | -3.9% | 1,259 | 0.0% | 0.12% | -10.2% |
| Q4 2022 | $312,295 | +11.1% | 1,259 | +0.2% | 0.13% | +0.8% |
| Q3 2022 | $281,000 | -3.8% | 1,257 | +1.4% | 0.13% | -3.8% |
| Q2 2022 | $292,000 | -15.4% | 1,240 | -8.7% | 0.13% | -5.7% |
| Q1 2022 | $345,000 | -7.3% | 1,358 | -2.7% | 0.14% | -15.2% |
| Q4 2021 | $372,000 | +45.3% | 1,395 | +34.8% | 0.16% | -12.7% |
| Q3 2021 | $256,000 | 0.0% | 1,035 | 0.0% | 0.19% | +1.1% |
| Q2 2021 | $256,000 | +8.0% | 1,035 | 0.0% | 0.19% | -0.5% |
| Q1 2021 | $237,000 | +2.6% | 1,035 | 0.0% | 0.19% | -11.3% |
| Q4 2020 | $231,000 | – | 1,035 | – | 0.21% | – |
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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% |