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 | $23,510 | -4.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $24,482 | -60.8% | 100 | -61.8% | 0.01% | -63.6% |
| Q1 2023 | $62,477 | -3.9% | 262 | 0.0% | 0.02% | -8.3% |
| Q4 2022 | $64,989 | +10.9% | 262 | 0.0% | 0.02% | +4.3% |
| Q3 2022 | $58,609 | -5.0% | 262 | 0.0% | 0.02% | -4.2% |
| Q2 2022 | $61,701 | -7.4% | 262 | 0.0% | 0.02% | -4.0% |
| Q1 2022 | $66,648 | -4.5% | 262 | 0.0% | 0.02% | -16.7% |
| Q4 2021 | $69,802 | +7.8% | 262 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $64,756 | +0.0% | 262 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $64,748 | +38.8% | 262 | +28.4% | 0.03% | +30.4% |
| Q1 2021 | $46,665 | +2.2% | 204 | 0.0% | 0.02% | -4.2% |
| Q4 2020 | $45,641 | +9.7% | 204 | 0.0% | 0.02% | -4.0% |
| Q3 2020 | $41,616 | +44.0% | 204 | +36.0% | 0.02% | +31.6% |
| Q2 2020 | $28,898 | +16.0% | 150 | 0.0% | 0.02% | -17.4% |
| Q1 2020 | $24,914 | -13.4% | 150 | 0.0% | 0.02% | +4.5% |
| Q4 2019 | $28,761 | – | 150 | – | 0.02% | – |
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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% |