VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 562 filers reported holding VANGUARD WORLD FDS in Q4 2019. The put-call ratio across all filers is 0.67 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $560,063 | -19.3% | 2,382 | -15.9% | 0.00% | -20.0% |
| Q2 2023 | $693,845 | +3.1% | 2,834 | +0.4% | 0.01% | 0.0% |
| Q1 2023 | $673,197 | -0.4% | 2,823 | +3.6% | 0.01% | -16.7% |
| Q4 2022 | $676,000 | +19.9% | 2,725 | +8.0% | 0.01% | +20.0% |
| Q3 2022 | $564,000 | +5.2% | 2,522 | +10.8% | 0.01% | +25.0% |
| Q2 2022 | $536,000 | -7.4% | 2,277 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $579,000 | -3.0% | 2,277 | +1.6% | 0.00% | 0.0% |
| Q4 2021 | $597,000 | +7.8% | 2,242 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $554,000 | 0.0% | 2,242 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $554,000 | +9.3% | 2,242 | +1.1% | 0.00% | -20.0% |
| Q1 2021 | $507,000 | +13.2% | 2,217 | +10.8% | 0.01% | +25.0% |
| Q4 2020 | $448,000 | +22.7% | 2,001 | +11.9% | 0.00% | 0.0% |
| Q3 2020 | $365,000 | +15.5% | 1,788 | +9.2% | 0.00% | 0.0% |
| Q2 2020 | $316,000 | +38.0% | 1,638 | +18.7% | 0.00% | +33.3% |
| Q1 2020 | $229,000 | +1.8% | 1,380 | +17.8% | 0.00% | +50.0% |
| Q4 2019 | $225,000 | -4.7% | 1,171 | -14.6% | 0.00% | -33.3% |
| Q1 2019 | $236,000 | +0.9% | 1,371 | -5.8% | 0.00% | 0.0% |
| Q4 2018 | $234,000 | – | 1,456 | – | 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% |