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 | $259,416 | -15.0% | 1,103 | -11.5% | 0.03% | -12.8% |
| Q2 2023 | $305,165 | +2.7% | 1,246 | 0.0% | 0.04% | -4.9% |
| Q1 2023 | $297,237 | +26.4% | 1,246 | +31.4% | 0.04% | +7.9% |
| Q4 2022 | $235,092 | +17.0% | 948 | +5.7% | 0.04% | +2.7% |
| Q3 2022 | $201,000 | -29.0% | 897 | -25.4% | 0.04% | -27.5% |
| Q2 2022 | $283,000 | -7.2% | 1,203 | +0.2% | 0.05% | -5.6% |
| Q1 2022 | $305,000 | -0.7% | 1,201 | +4.3% | 0.05% | -8.5% |
| Q4 2021 | $307,000 | +8.1% | 1,151 | +0.3% | 0.06% | -10.6% |
| Q3 2021 | $284,000 | 0.0% | 1,148 | 0.0% | 0.07% | -4.3% |
| Q2 2021 | $284,000 | +8.4% | 1,148 | +0.3% | 0.07% | -9.2% |
| Q1 2021 | $262,000 | +2.3% | 1,145 | 0.0% | 0.08% | -13.6% |
| Q4 2020 | $256,000 | +26.1% | 1,145 | +15.2% | 0.09% | +6.0% |
| Q3 2020 | $203,000 | – | 994 | – | 0.08% | – |
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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% |