VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 722 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $58,662 | -3.7% | 250 | +0.4% | 0.03% | -3.3% |
| Q2 2023 | $60,939 | +43.6% | 249 | +39.9% | 0.03% | +30.4% |
| Q1 2023 | $42,425 | +2.2% | 178 | +6.6% | 0.02% | -4.2% |
| Q4 2022 | $41,517 | +12.2% | 167 | +0.6% | 0.02% | +9.1% |
| Q3 2022 | $37,000 | -19.6% | 166 | -14.4% | 0.02% | -24.1% |
| Q2 2022 | $46,000 | -6.1% | 194 | 0.0% | 0.03% | +20.8% |
| Q1 2022 | $49,000 | -3.9% | 194 | +0.5% | 0.02% | 0.0% |
| Q4 2021 | $51,000 | +8.5% | 193 | +0.5% | 0.02% | -17.2% |
| Q3 2021 | $47,000 | 0.0% | 192 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $47,000 | +6.8% | 192 | 0.0% | 0.03% | -9.4% |
| Q1 2021 | $44,000 | +2.3% | 192 | +0.5% | 0.03% | -8.6% |
| Q4 2020 | $43,000 | +26.5% | 191 | +15.8% | 0.04% | +6.1% |
| Q3 2020 | $34,000 | – | 165 | – | 0.03% | – |
Download | ||||||
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% |