VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 561 filers reported holding VANGUARD WORLD FDS in Q1 2020. The put-call ratio across all filers is 1.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3 | 0.0% | 13 | 0.0% | 0.00% | – |
| Q4 2022 | $3 | -99.8% | 13 | +18.2% | 0.00% | – |
| Q3 2022 | $2,000 | -33.3% | 11 | 0.0% | 0.00% | – |
| Q2 2022 | $3,000 | 0.0% | 11 | 0.0% | 0.00% | – |
| Q1 2022 | $3,000 | 0.0% | 11 | 0.0% | 0.00% | – |
| Q4 2021 | $3,000 | 0.0% | 11 | 0.0% | 0.00% | – |
| Q3 2021 | $3,000 | -25.0% | 11 | -26.7% | 0.00% | – |
| Q2 2021 | $4,000 | +33.3% | 15 | 0.0% | 0.00% | – |
| Q1 2021 | $3,000 | 0.0% | 15 | 0.0% | 0.00% | – |
| Q4 2020 | $3,000 | +50.0% | 15 | +25.0% | 0.00% | – |
| Q3 2020 | $2,000 | 0.0% | 12 | +9.1% | 0.00% | – |
| Q2 2020 | $2,000 | 0.0% | 11 | 0.0% | 0.00% | – |
| Q1 2020 | $2,000 | 0.0% | 11 | -15.4% | 0.00% | – |
| Q4 2019 | $2,000 | 0.0% | 13 | 0.0% | 0.00% | – |
| Q3 2019 | $2,000 | 0.0% | 13 | 0.0% | 0.00% | – |
| Q2 2019 | $2,000 | 0.0% | 13 | 0.0% | 0.00% | – |
| Q1 2019 | $2,000 | 0.0% | 13 | 0.0% | 0.00% | – |
| Q4 2018 | $2,000 | – | 13 | – | 0.00% | – |
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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% |
| EXECUTIVE WEALTH GROUP LLC | 50,777 | $12,108,312 | 8.57% |
| BCM ADVISORS, LLC | 107,056 | $26,473,878 | 7.16% |
| Morningstar Investment Management LLC | 199,110 | $47,480 | 7.06% |
| 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% |