VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 728 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 1.03 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $265,947 | -3.3% | 1,127 | +0.7% | 0.01% | 0.0% |
| Q2 2023 | $274,936 | +3.0% | 1,119 | 0.0% | 0.01% | -9.1% |
| Q1 2023 | $266,837 | -3.9% | 1,119 | 0.0% | 0.01% | -8.3% |
| Q4 2022 | $277,568 | +10.6% | 1,119 | 0.0% | 0.01% | +9.1% |
| Q3 2022 | $251,000 | -4.9% | 1,119 | 0.0% | 0.01% | -8.3% |
| Q2 2022 | $264,000 | -60.4% | 1,119 | -57.3% | 0.01% | -53.8% |
| Q1 2022 | $666,000 | +123.5% | 2,619 | +134.0% | 0.03% | +160.0% |
| Q4 2021 | $298,000 | +9.6% | 1,119 | +1.7% | 0.01% | -33.3% |
| Q3 2021 | $272,000 | 0.0% | 1,100 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $272,000 | +7.9% | 1,100 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $252,000 | +2.4% | 1,100 | 0.0% | 0.02% | -6.2% |
| Q4 2020 | $246,000 | +9.8% | 1,100 | 0.0% | 0.02% | -5.9% |
| Q3 2020 | $224,000 | +5.7% | 1,100 | 0.0% | 0.02% | -5.6% |
| Q2 2020 | $212,000 | +15.8% | 1,100 | 0.0% | 0.02% | -5.3% |
| Q1 2020 | $183,000 | -13.3% | 1,100 | 0.0% | 0.02% | +11.8% |
| Q4 2019 | $211,000 | +14.7% | 1,100 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $184,000 | -3.7% | 1,100 | 0.0% | 0.02% | -5.6% |
| Q2 2019 | $191,000 | -71.4% | 1,100 | -80.0% | 0.02% | -74.6% |
| Q1 2017 | $667,000 | +356.8% | 5,500 | +400.0% | 0.07% | +317.6% |
| Q4 2016 | $146,000 | -90.0% | 1,100 | 0.0% | 0.02% | -10.5% |
| Q3 2016 | $1,462,000 | – | 1,100 | – | 0.02% | – |
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% |