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 | $408,839 | -11.8% | 1,739 | -8.1% | 0.00% | 0.0% |
| Q2 2023 | $463,444 | -24.8% | 1,893 | -26.7% | 0.00% | 0.0% |
| Q1 2023 | $616,181 | +660.7% | 2,584 | +692.6% | 0.00% | – |
| Q4 2022 | $81,000 | +11.0% | 326 | 0.0% | 0.00% | – |
| Q3 2022 | $73,000 | -5.2% | 326 | 0.0% | 0.00% | – |
| Q2 2022 | $77,000 | -7.2% | 326 | 0.0% | 0.00% | – |
| Q1 2022 | $83,000 | +23.9% | 326 | +28.9% | 0.00% | – |
| Q4 2021 | $67,000 | +6.3% | 253 | 0.0% | 0.00% | – |
| Q3 2021 | $63,000 | 0.0% | 253 | 0.0% | 0.00% | – |
| Q2 2021 | $63,000 | +80.0% | 253 | +65.4% | 0.00% | – |
| Q1 2021 | $35,000 | +483.3% | 153 | +488.5% | 0.00% | – |
| Q4 2020 | $6,000 | – | 26 | – | 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% |