VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 728 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 1.03 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,470 | -9.8% | 10,484 | -6.5% | 0.01% | 0.0% |
| Q2 2023 | $2,737 | +4.5% | 11,214 | +1.6% | 0.01% | 0.0% |
| Q1 2023 | $2,620 | +1.6% | 11,035 | +6.2% | 0.01% | -14.3% |
| Q4 2022 | $2,580 | -99.9% | 10,388 | +1.1% | 0.01% | +16.7% |
| Q3 2022 | $2,307,000 | -2.7% | 10,276 | +2.1% | 0.01% | 0.0% |
| Q2 2022 | $2,370,000 | +42.3% | 10,065 | +53.6% | 0.01% | +100.0% |
| Q1 2022 | $1,666,000 | +7.2% | 6,552 | +4.2% | 0.00% | 0.0% |
| Q4 2021 | $1,554,000 | +11.2% | 6,287 | +11.5% | 0.00% | 0.0% |
| Q3 2021 | $1,397,000 | -10.1% | 5,639 | -10.3% | 0.00% | 0.0% |
| Q2 2021 | $1,554,000 | -47.7% | 6,287 | -51.6% | 0.00% | -57.1% |
| Q1 2021 | $2,972,000 | +2.2% | 12,995 | -0.1% | 0.01% | 0.0% |
| Q4 2020 | $2,909,000 | +35.6% | 13,004 | +23.7% | 0.01% | +16.7% |
| Q3 2020 | $2,145,000 | +16400.0% | 10,515 | +12417.9% | 0.01% | – |
| Q3 2017 | $13,000 | -50.0% | 84 | -56.9% | 0.00% | – |
| Q4 2015 | $26,000 | +8.3% | 195 | 0.0% | 0.00% | – |
| Q3 2015 | $24,000 | -11.1% | 195 | 0.0% | 0.00% | – |
| Q2 2015 | $27,000 | 0.0% | 195 | 0.0% | 0.00% | – |
| Q1 2015 | $27,000 | +8.0% | 195 | 0.0% | 0.00% | – |
| Q4 2014 | $25,000 | +8.7% | 195 | 0.0% | 0.00% | – |
| Q3 2014 | $23,000 | – | 195 | – | 0.00% | – |
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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% |