VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 722 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $210,996,284 | +4.3% | 897,475 | +8.6% | 0.06% | +10.7% |
Q2 2023 | $202,281,826 | +5.2% | 826,248 | +2.5% | 0.06% | +1.8% |
Q1 2023 | $192,196,122 | -2.9% | 805,988 | +1.0% | 0.06% | -6.8% |
Q4 2022 | $197,914,868 | +18.6% | 797,883 | +7.0% | 0.06% | +9.3% |
Q3 2022 | $166,816,000 | -3.8% | 745,714 | +1.3% | 0.05% | 0.0% |
Q2 2022 | $173,376,000 | -2.2% | 736,204 | +5.7% | 0.05% | +20.0% |
Q1 2022 | $177,200,000 | -41.9% | 696,595 | -39.2% | 0.04% | -40.8% |
Q4 2021 | $305,036,000 | +11.9% | 1,144,944 | +3.8% | 0.08% | +26.7% |
Q3 2021 | $272,525,000 | +2.9% | 1,102,624 | +2.8% | 0.06% | +3.4% |
Q2 2021 | $264,956,000 | +1.0% | 1,072,133 | -6.5% | 0.06% | -1.7% |
Q1 2021 | $262,419,000 | +2.0% | 1,147,187 | -0.2% | 0.06% | -4.8% |
Q4 2020 | $257,291,000 | +14.4% | 1,150,007 | +4.3% | 0.06% | 0.0% |
Q3 2020 | $224,925,000 | +47.8% | 1,102,577 | +39.6% | 0.06% | +40.9% |
Q2 2020 | $152,197,000 | +30.4% | 790,018 | +12.4% | 0.04% | +10.0% |
Q1 2020 | $116,736,000 | -5.5% | 702,853 | +9.1% | 0.04% | +21.2% |
Q4 2019 | $123,470,000 | +8.7% | 643,946 | -4.9% | 0.03% | +3.1% |
Q3 2019 | $113,594,000 | -6.5% | 677,449 | -3.0% | 0.03% | -8.6% |
Q2 2019 | $121,534,000 | +5.7% | 698,706 | +4.8% | 0.04% | +2.9% |
Q1 2019 | $115,010,000 | +9.5% | 666,805 | +1.9% | 0.03% | -2.9% |
Q4 2018 | $105,065,000 | -7.7% | 654,204 | +3.7% | 0.04% | +9.4% |
Q3 2018 | $113,823,000 | +42.2% | 630,915 | +25.5% | 0.03% | +33.3% |
Q2 2018 | $80,020,000 | +6.1% | 502,828 | +2.3% | 0.02% | +9.1% |
Q1 2018 | $75,444,000 | +1.0% | 491,392 | +1.4% | 0.02% | 0.0% |
Q4 2017 | $74,724,000 | -15.9% | 484,786 | -16.9% | 0.02% | -21.4% |
Q3 2017 | $88,861,000 | +18.4% | 583,530 | +14.6% | 0.03% | +16.7% |
Q2 2017 | $75,054,000 | -11.2% | 509,290 | -16.9% | 0.02% | -11.1% |
Q1 2017 | $84,504,000 | +28.2% | 613,153 | +17.9% | 0.03% | +17.4% |
Q4 2016 | $65,940,000 | +10.3% | 520,157 | +15.6% | 0.02% | +4.5% |
Q3 2016 | $59,771,000 | +16.8% | 449,776 | +14.7% | 0.02% | +10.0% |
Q2 2016 | $51,156,000 | +12.7% | 392,023 | +6.4% | 0.02% | +11.1% |
Q1 2016 | $45,409,000 | -12.7% | 368,286 | -5.9% | 0.02% | -14.3% |
Q4 2015 | $52,003,000 | -33.0% | 391,349 | -38.2% | 0.02% | -36.4% |
Q3 2015 | $77,592,000 | -18.4% | 633,089 | -6.8% | 0.03% | -10.8% |
Q2 2015 | $95,061,000 | -44.9% | 679,201 | -46.7% | 0.04% | +8.8% |
Q1 2015 | $172,662,000 | +142.6% | 1,274,068 | +124.8% | 0.03% | +21.4% |
Q4 2014 | $71,184,000 | +10.3% | 566,798 | +2.7% | 0.03% | +3.7% |
Q3 2014 | $64,552,000 | +6.3% | 551,765 | +1.4% | 0.03% | +8.0% |
Q2 2014 | $60,746,000 | +6.1% | 544,182 | +1.6% | 0.02% | +4.2% |
Q1 2014 | $57,269,000 | +8.8% | 535,620 | +2.9% | 0.02% | +4.3% |
Q4 2013 | $52,643,000 | +13.2% | 520,698 | +4.3% | 0.02% | +4.5% |
Q3 2013 | $46,506,000 | +17.3% | 499,314 | +8.8% | 0.02% | +4.8% |
Q2 2013 | $39,660,000 | – | 459,076 | – | 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% |