VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 762 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 | $2,167,857 | +24.8% | 9,221 | +30.0% | 0.49% | +28.9% |
| Q2 2023 | $1,736,998 | +4.1% | 7,095 | +1.4% | 0.38% | -0.3% |
| Q1 2023 | $1,668,028 | +9.7% | 6,995 | +14.1% | 0.38% | +5.2% |
| Q4 2022 | $1,520,547 | +39.4% | 6,130 | +25.7% | 0.36% | +34.6% |
| Q3 2022 | $1,091,000 | -15.1% | 4,875 | -10.6% | 0.27% | -9.4% |
| Q2 2022 | $1,285,000 | -6.2% | 5,455 | +1.3% | 0.30% | +11.2% |
| Q1 2022 | $1,370,000 | +38.8% | 5,385 | +45.3% | 0.27% | +45.1% |
| Q4 2021 | $987,000 | +74.1% | 3,705 | +61.4% | 0.18% | +65.8% |
| Q3 2021 | $567,000 | – | 2,295 | – | 0.11% | – |
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% |