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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $291,000 | +1.7% | 1,094 | -5.0% | 0.04% | -14.6% |
| Q3 2021 | $286,000 | -16.1% | 1,151 | -16.6% | 0.04% | -19.6% |
| Q2 2021 | $341,000 | +46.4% | 1,380 | +35.4% | 0.05% | +21.4% |
| Q1 2021 | $233,000 | +1.3% | 1,019 | -0.8% | 0.04% | -17.6% |
| Q4 2020 | $230,000 | +10.6% | 1,027 | +0.5% | 0.05% | -23.9% |
| Q3 2020 | $208,000 | -39.4% | 1,022 | -42.9% | 0.07% | -52.1% |
| Q4 2019 | $343,000 | – | 1,789 | – | 0.14% | – |
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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% |