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 | $1,950,930 | -0.7% | 8,299 | +3.4% | 0.04% | 0.0% |
Q2 2023 | $1,964,730 | +7.3% | 8,025 | +4.5% | 0.04% | +2.6% |
Q1 2023 | $1,831,800 | +7.0% | 7,681 | +11.3% | 0.04% | -2.6% |
Q4 2022 | $1,712,359 | +7.4% | 6,903 | -3.1% | 0.04% | 0.0% |
Q3 2022 | $1,594,000 | -4.7% | 7,125 | +0.3% | 0.04% | 0.0% |
Q2 2022 | $1,673,000 | +6.6% | 7,104 | +15.1% | 0.04% | +21.9% |
Q1 2022 | $1,570,000 | +6.3% | 6,171 | +11.3% | 0.03% | +6.7% |
Q4 2021 | $1,477,000 | +14.3% | 5,544 | +6.1% | 0.03% | +7.1% |
Q3 2021 | $1,292,000 | +9.3% | 5,225 | +9.2% | 0.03% | +12.0% |
Q2 2021 | $1,182,000 | +10.0% | 4,783 | +1.9% | 0.02% | -7.4% |
Q1 2021 | $1,075,000 | +7.9% | 4,696 | +5.5% | 0.03% | +3.8% |
Q4 2020 | $996,000 | +8.0% | 4,451 | -1.6% | 0.03% | -3.7% |
Q3 2020 | $922,000 | +7.6% | 4,522 | +1.6% | 0.03% | 0.0% |
Q2 2020 | $857,000 | +9.9% | 4,450 | -5.2% | 0.03% | -6.9% |
Q1 2020 | $780,000 | -4.6% | 4,696 | +10.1% | 0.03% | +11.5% |
Q4 2019 | $818,000 | +34.1% | 4,266 | +17.3% | 0.03% | +13.0% |
Q3 2019 | $610,000 | +42.2% | 3,637 | +47.3% | 0.02% | +35.3% |
Q2 2019 | $429,000 | -4.2% | 2,469 | -5.0% | 0.02% | -10.5% |
Q1 2019 | $448,000 | -1.5% | 2,598 | -8.3% | 0.02% | -9.5% |
Q4 2018 | $455,000 | -37.3% | 2,834 | -29.5% | 0.02% | -16.0% |
Q3 2018 | $726,000 | +11.9% | 4,020 | -1.3% | 0.02% | +4.2% |
Q2 2018 | $649,000 | -0.5% | 4,074 | -4.1% | 0.02% | 0.0% |
Q1 2018 | $652,000 | -8.9% | 4,248 | -8.5% | 0.02% | +9.1% |
Q4 2017 | $716,000 | +108.7% | 4,645 | +106.5% | 0.02% | +57.1% |
Q3 2017 | $343,000 | +58.1% | 2,249 | +52.6% | 0.01% | +40.0% |
Q2 2017 | $217,000 | +6.9% | 1,474 | 0.0% | 0.01% | 0.0% |
Q1 2017 | $203,000 | – | 1,474 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Pariax, LLC | 18,636 | $4,443,941 | 13.52% |
PGIM Custom Harvest LLC | 931,201 | $222,054,294 | 9.21% |
AMI INVESTMENT MANAGEMENT INC | 79,910 | $19,055,338 | 8.89% |
Allied Investment Advisors, LLC | 117,886 | $28,111,096 | 8.71% |
BCM ADVISORS, LLC | 107,056 | $26,473,878 | 7.16% |
Morningstar Investment Management LLC | 199,110 | $47,480 | 7.08% |
Essex Private Wealth Management, LLC | 7,902 | $1,884,250 | 6.84% |
PARAGON FINANCIAL PARTNERS, INC. | 27,101 | $6,462,422 | 6.77% |
Wealth Management Solutions, LLC | 48,001 | $11,446,226 | 6.59% |
ASSET PLANNING CORPORATION | 31,046 | $7,403,150 | 5.95% |