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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $213,354 | -5.3% | 802 | -3.6% | 0.10% | -6.6% |
| Q1 2024 | $225,189 | +7.7% | 832 | -0.2% | 0.11% | -3.6% |
| Q4 2023 | $209,057 | -2.4% | 834 | -8.5% | 0.11% | -16.7% |
| Q3 2023 | $214,241 | +2.4% | 911 | +6.5% | 0.13% | +4.8% |
| Q2 2023 | $209,269 | +3.4% | 855 | +0.7% | 0.13% | -2.3% |
| Q1 2023 | $202,425 | -20.6% | 849 | -17.4% | 0.13% | -25.9% |
| Q4 2022 | $255,100 | +7.2% | 1,028 | -3.5% | 0.17% | -6.5% |
| Q3 2022 | $238,000 | +0.8% | 1,065 | +6.2% | 0.19% | +9.4% |
| Q2 2022 | $236,000 | -24.8% | 1,003 | -18.7% | 0.17% | -14.6% |
| Q1 2022 | $314,000 | +6.1% | 1,233 | +11.1% | 0.20% | +9.3% |
| Q4 2021 | $296,000 | +8.0% | 1,110 | +6.2% | 0.18% | +1.7% |
| Q3 2021 | $274,000 | – | 1,045 | – | 0.18% | – |
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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% |
| 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% |