VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 773 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $989,149 | -4.0% | 4,207 | -0.0% | 0.35% | -8.2% |
| Q2 2023 | $1,030,345 | +2.4% | 4,209 | -0.2% | 0.38% | -2.6% |
| Q1 2023 | $1,005,963 | -4.6% | 4,219 | -0.7% | 0.39% | -11.8% |
| Q4 2022 | $1,054,001 | +11.4% | 4,249 | +0.4% | 0.44% | -4.6% |
| Q3 2022 | $946,000 | -9.4% | 4,231 | -3.7% | 0.46% | -8.3% |
| Q2 2022 | $1,044,000 | -7.1% | 4,394 | -0.5% | 0.50% | +2.4% |
| Q1 2022 | $1,124,000 | -10.5% | 4,417 | -6.3% | 0.49% | -13.6% |
| Q4 2021 | $1,256,000 | +18.4% | 4,713 | +9.8% | 0.57% | +8.6% |
| Q3 2021 | $1,061,000 | +2.2% | 4,294 | +2.2% | 0.52% | -1.1% |
| Q2 2021 | $1,038,000 | +8.2% | 4,201 | +0.2% | 0.53% | -11.1% |
| Q1 2021 | $959,000 | +2.3% | 4,194 | +0.2% | 0.60% | +34.6% |
| Q4 2020 | $937,000 | – | 4,187 | – | 0.44% | – |
Download | ||||||
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% |