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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $281,000 | -15.6% | 1,140 | -21.6% | 0.01% | -20.0% |
| Q1 2021 | $333,000 | +2.5% | 1,454 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $325,000 | +9.4% | 1,454 | 0.0% | 0.02% | -6.2% |
| Q3 2020 | $297,000 | +6.1% | 1,454 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $280,000 | +16.2% | 1,454 | 0.0% | 0.02% | -5.9% |
| Q1 2020 | $241,000 | -3.6% | 1,454 | +11.5% | 0.02% | +30.8% |
| Q4 2019 | $250,000 | +14.2% | 1,304 | 0.0% | 0.01% | +8.3% |
| Q3 2019 | $219,000 | -3.5% | 1,304 | 0.0% | 0.01% | -7.7% |
| Q2 2019 | $227,000 | +0.9% | 1,304 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $225,000 | -5.5% | 1,304 | -1.2% | 0.01% | -7.1% |
| Q3 2018 | $238,000 | +13.3% | 1,320 | 0.0% | 0.01% | +7.7% |
| Q2 2018 | $210,000 | 0.0% | 1,320 | -3.7% | 0.01% | 0.0% |
| Q1 2018 | $210,000 | – | 1,371 | – | 0.01% | – |
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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% |