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 | $2,679 | -84.9% | 11,397 | -84.2% | 0.43% | -82.8% |
| Q2 2023 | $17,711 | -1.9% | 72,307 | -4.5% | 2.52% | +1.2% |
| Q1 2023 | $18,051 | -5.1% | 75,690 | -1.3% | 2.49% | +5.1% |
| Q4 2022 | $19,021 | -99.9% | 76,673 | -4.4% | 2.37% | +5.2% |
| Q3 2022 | $17,922,000 | -4.2% | 80,166 | +0.9% | 2.25% | -3.3% |
| Q2 2022 | $18,710,000 | +291.0% | 79,447 | +322.4% | 2.33% | +367.9% |
| Q1 2022 | $4,785,000 | -7.0% | 18,810 | -2.6% | 0.50% | -3.7% |
| Q4 2021 | $5,147,000 | -8.6% | 19,320 | -15.2% | 0.52% | -12.2% |
| Q3 2021 | $5,633,000 | -2.2% | 22,789 | -2.3% | 0.59% | -9.7% |
| Q2 2021 | $5,762,000 | -0.1% | 23,317 | -7.6% | 0.65% | -10.9% |
| Q1 2021 | $5,770,000 | -13.9% | 25,223 | -15.8% | 0.73% | -21.0% |
| Q4 2020 | $6,702,000 | +21.7% | 29,955 | +10.9% | 0.93% | +260.7% |
| Q3 2020 | $5,508,000 | +6.0% | 27,001 | +0.1% | 0.26% | -78.9% |
| Q2 2020 | $5,195,000 | +63.6% | 26,964 | +41.0% | 1.22% | +21.2% |
| Q1 2020 | $3,176,000 | +342.3% | 19,120 | +410.4% | 1.00% | +534.8% |
| Q4 2019 | $718,000 | +5.1% | 3,746 | -8.8% | 0.16% | -6.0% |
| Q3 2019 | $683,000 | -10.2% | 4,107 | -6.2% | 0.17% | -10.2% |
| Q2 2019 | $761,000 | +3.5% | 4,377 | +2.7% | 0.19% | +6.2% |
| Q1 2019 | $735,000 | -77.8% | 4,262 | -79.4% | 0.18% | -83.5% |
| Q4 2018 | $3,317,000 | – | 20,653 | – | 1.06% | – |
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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% |