VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 698 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.88 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $367,226 | -5.0% | 1,562 | -1.1% | 0.00% | – |
| Q2 2023 | $386,571 | +3.8% | 1,579 | +1.1% | 0.00% | – |
| Q1 2023 | $372,475 | -3.9% | 1,562 | 0.0% | 0.00% | – |
| Q4 2022 | $387,454 | +10.7% | 1,562 | 0.0% | 0.00% | – |
| Q3 2022 | $350,000 | -4.9% | 1,562 | 0.0% | 0.00% | – |
| Q2 2022 | $368,000 | -7.3% | 1,562 | 0.0% | 0.00% | – |
| Q1 2022 | $397,000 | -4.6% | 1,562 | 0.0% | 0.00% | – |
| Q4 2021 | $416,000 | +7.8% | 1,562 | 0.0% | 0.00% | – |
| Q3 2021 | $386,000 | 0.0% | 1,562 | 0.0% | 0.00% | – |
| Q2 2021 | $386,000 | +54.4% | 1,562 | +43.0% | 0.00% | – |
| Q1 2021 | $250,000 | +11.6% | 1,092 | +9.2% | 0.00% | – |
| Q4 2020 | $224,000 | +9.8% | 1,000 | 0.0% | 0.00% | – |
| Q3 2020 | $204,000 | -1.0% | 1,000 | 0.0% | 0.00% | – |
| Q2 2020 | $206,000 | – | 1,000 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Morningstar Investment Management LLC | 340,321 | $80,009 | 11.96% |
| Pariax, LLC | 14,707 | $3,457,616 | 10.79% |
| Allied Investment Advisors, LLC | 124,596 | $29,292,520 | 8.76% |
| PGIM Custom Harvest LLC | 934,559 | $219,714,921 | 8.11% |
| Wealth Management Solutions, LLC | 47,169 | $11,089,475 | 7.60% |
| PARAGON FINANCIAL PARTNERS, INC. | 27,447 | $6,452,689 | 6.70% |
| Main Management ETF Advisors, LLC | 397,065 | $93,350 | 6.63% |
| Essex Private Wealth Management, LLC | 7,939 | $1,866,489 | 6.38% |
| ASSET PLANNING CORPORATION | 33,870 | $7,963,414 | 6.13% |
| Beacon Capital Management, Inc. | 665,273 | $156,405,682 | 5.80% |