VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 762 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,025,506 | +8.8% | 4,362 | +13.3% | 0.12% | +8.1% |
| Q2 2023 | $942,239 | +15.6% | 3,849 | +12.6% | 0.11% | +3.7% |
| Q1 2023 | $814,997 | +17.3% | 3,418 | +22.1% | 0.11% | +3.9% |
| Q4 2022 | $694,590 | +15.8% | 2,800 | +4.4% | 0.10% | +5.1% |
| Q3 2022 | $600,000 | -2.4% | 2,683 | +2.7% | 0.10% | -3.0% |
| Q2 2022 | $615,000 | +13.3% | 2,612 | +22.3% | 0.10% | +21.7% |
| Q1 2022 | $543,000 | +11.3% | 2,135 | +16.5% | 0.08% | +12.2% |
| Q4 2021 | $488,000 | +42.7% | 1,832 | +32.4% | 0.07% | +29.8% |
| Q3 2021 | $342,000 | +33.1% | 1,384 | +33.1% | 0.06% | +26.7% |
| Q2 2021 | $257,000 | +41.2% | 1,040 | +30.5% | 0.04% | +25.0% |
| Q1 2021 | $182,000 | +70.1% | 797 | +67.1% | 0.04% | +56.5% |
| Q4 2020 | $107,000 | +17.6% | 477 | +7.0% | 0.02% | +4.5% |
| Q3 2020 | $91,000 | +313.6% | 446 | +287.8% | 0.02% | +214.3% |
| Q2 2020 | $22,000 | +37.5% | 115 | +19.8% | 0.01% | -12.5% |
| Q1 2020 | $16,000 | +700.0% | 96 | +700.0% | 0.01% | +700.0% |
| Q4 2019 | $2,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $2,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $2,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $2,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $2,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $2,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $2,000 | – | 12 | – | 0.00% | – |
Download | ||||||
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% |