VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.75 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $752,791 | -1.2% | 3,202 | +2.9% | 0.01% | +7.7% |
Q2 2023 | $761,880 | +1.8% | 3,112 | -0.9% | 0.01% | -7.1% |
Q1 2023 | $748,526 | -6.4% | 3,139 | -2.6% | 0.01% | -12.5% |
Q4 2022 | $799,713 | +11.2% | 3,224 | +0.3% | 0.02% | 0.0% |
Q3 2022 | $719,000 | -5.0% | 3,214 | -0.0% | 0.02% | 0.0% |
Q2 2022 | $757,000 | -10.2% | 3,215 | -3.0% | 0.02% | +6.7% |
Q1 2022 | $843,000 | -8.0% | 3,315 | -3.6% | 0.02% | 0.0% |
Q4 2021 | $916,000 | +7.5% | 3,440 | -0.1% | 0.02% | 0.0% |
Q3 2021 | $852,000 | +2.0% | 3,445 | +1.9% | 0.02% | -6.2% |
Q2 2021 | $835,000 | +13.1% | 3,380 | +4.7% | 0.02% | +6.7% |
Q1 2021 | $738,000 | -63.6% | 3,227 | -64.4% | 0.02% | -64.3% |
Q4 2020 | $2,030,000 | +267.1% | 9,075 | +234.9% | 0.04% | +223.1% |
Q3 2020 | $553,000 | +5.7% | 2,710 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $523,000 | +16.2% | 2,710 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $450,000 | -13.5% | 2,710 | 0.0% | 0.01% | +8.3% |
Q4 2019 | $520,000 | +9.5% | 2,710 | -4.3% | 0.01% | 0.0% |
Q3 2019 | $475,000 | -3.7% | 2,832 | 0.0% | 0.01% | -7.7% |
Q2 2019 | $493,000 | -17.4% | 2,832 | -18.2% | 0.01% | -18.8% |
Q1 2019 | $597,000 | -5.7% | 3,464 | -12.1% | 0.02% | -15.8% |
Q4 2018 | $633,000 | -20.8% | 3,940 | -11.1% | 0.02% | -13.6% |
Q3 2018 | $799,000 | -5.8% | 4,430 | -16.9% | 0.02% | -15.4% |
Q2 2018 | $848,000 | +3.7% | 5,330 | -0.0% | 0.03% | +4.0% |
Q1 2018 | $818,000 | +16.2% | 5,331 | +16.7% | 0.02% | +19.0% |
Q4 2017 | $704,000 | +1.6% | 4,570 | +0.4% | 0.02% | 0.0% |
Q3 2017 | $693,000 | +10.5% | 4,554 | +7.0% | 0.02% | +10.5% |
Q2 2017 | $627,000 | +9.6% | 4,255 | +2.4% | 0.02% | +11.8% |
Q1 2017 | $572,000 | +24.3% | 4,155 | +14.5% | 0.02% | +13.3% |
Q4 2016 | $460,000 | +79.0% | 3,630 | +87.5% | 0.02% | +66.7% |
Q3 2016 | $257,000 | +11.7% | 1,936 | +9.9% | 0.01% | +12.5% |
Q2 2016 | $230,000 | -1.7% | 1,761 | -7.2% | 0.01% | 0.0% |
Q1 2016 | $234,000 | -7.1% | 1,897 | -0.2% | 0.01% | -27.3% |
Q4 2015 | $252,000 | +7.7% | 1,901 | -0.8% | 0.01% | 0.0% |
Q3 2015 | $234,000 | -17.0% | 1,916 | -4.7% | 0.01% | -8.3% |
Q2 2015 | $282,000 | +2.2% | 2,011 | -1.1% | 0.01% | +9.1% |
Q1 2015 | $276,000 | +14.5% | 2,034 | +6.3% | 0.01% | +10.0% |
Q4 2014 | $241,000 | +0.8% | 1,914 | -6.1% | 0.01% | -9.1% |
Q3 2014 | $239,000 | -5.2% | 2,039 | -9.6% | 0.01% | 0.0% |
Q2 2014 | $252,000 | +5.0% | 2,256 | +0.9% | 0.01% | 0.0% |
Q1 2014 | $240,000 | +1.7% | 2,236 | -4.3% | 0.01% | +10.0% |
Q4 2013 | $236,000 | +8.3% | 2,336 | 0.0% | 0.01% | 0.0% |
Q3 2013 | $218,000 | +0.5% | 2,336 | -7.2% | 0.01% | 0.0% |
Q2 2013 | $217,000 | – | 2,517 | – | 0.01% | – |
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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% |