VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 722 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $343,748 | -3.9% | 1,462 | +0.1% | 0.20% | -1.9% |
| Q2 2023 | $357,614 | +2.7% | 1,461 | 0.0% | 0.21% | -7.5% |
| Q1 2023 | $348,324 | +3.0% | 1,461 | +7.2% | 0.23% | -6.6% |
| Q4 2022 | $338,037 | +31.5% | 1,363 | +18.5% | 0.24% | +28.0% |
| Q3 2022 | $257,000 | -5.2% | 1,150 | -0.1% | 0.19% | 0.0% |
| Q2 2022 | $271,000 | -14.5% | 1,151 | -7.6% | 0.19% | +10.5% |
| Q1 2022 | $317,000 | -14.6% | 1,245 | -10.7% | 0.17% | +1.2% |
| Q4 2021 | $371,000 | +7.2% | 1,394 | -0.3% | 0.17% | -2.3% |
| Q3 2021 | $346,000 | +0.3% | 1,398 | 0.0% | 0.17% | +1.8% |
| Q2 2021 | $345,000 | +7.8% | 1,398 | +0.1% | 0.17% | -4.0% |
| Q1 2021 | $320,000 | +2.6% | 1,397 | +0.1% | 0.18% | -2.2% |
| Q4 2020 | $312,000 | +9.9% | 1,396 | +0.1% | 0.18% | -10.4% |
| Q3 2020 | $284,000 | +6.0% | 1,394 | +0.1% | 0.20% | -9.4% |
| Q2 2020 | $268,000 | +13.6% | 1,393 | -2.0% | 0.22% | -19.5% |
| Q1 2020 | $236,000 | -13.2% | 1,421 | +0.1% | 0.28% | +3.7% |
| Q4 2019 | $272,000 | +12.9% | 1,420 | -1.2% | 0.27% | +5.5% |
| Q3 2019 | $241,000 | -17.5% | 1,437 | -14.5% | 0.25% | -7.0% |
| Q2 2019 | $292,000 | -3.9% | 1,681 | -4.8% | 0.27% | -13.9% |
| Q1 2019 | $304,000 | – | 1,765 | – | 0.32% | – |
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% |