VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 898 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $541,200 | +5.4% | 2,302 | +9.7% | 0.00% | 0.0% |
| Q2 2023 | $513,631 | +2.7% | 2,098 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $500,288 | -18.6% | 2,098 | -15.4% | 0.00% | -20.0% |
| Q4 2022 | $614,915 | +10.8% | 2,479 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $555,000 | -6.6% | 2,479 | -1.7% | 0.01% | 0.0% |
| Q2 2022 | $594,000 | +25.6% | 2,522 | +35.5% | 0.01% | +66.7% |
| Q1 2022 | $473,000 | -3.5% | 1,861 | +1.3% | 0.00% | 0.0% |
| Q4 2021 | $490,000 | -1.4% | 1,838 | -8.5% | 0.00% | -25.0% |
| Q3 2021 | $497,000 | -0.4% | 2,008 | -0.4% | 0.00% | 0.0% |
| Q2 2021 | $499,000 | +11.6% | 2,016 | +3.2% | 0.00% | +33.3% |
| Q1 2021 | $447,000 | -7.1% | 1,954 | -9.0% | 0.00% | -25.0% |
| Q4 2020 | $481,000 | +34.7% | 2,148 | +22.5% | 0.00% | +33.3% |
| Q3 2020 | $357,000 | +5.9% | 1,753 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $337,000 | +15.8% | 1,753 | 0.0% | 0.00% | -25.0% |
| Q1 2020 | $291,000 | -13.4% | 1,753 | 0.0% | 0.00% | +33.3% |
| Q4 2019 | $336,000 | +21.3% | 1,753 | +6.2% | 0.00% | 0.0% |
| Q3 2019 | $277,000 | -3.5% | 1,650 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $287,000 | +0.7% | 1,650 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $285,000 | +7.5% | 1,650 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $265,000 | -11.1% | 1,650 | 0.0% | 0.00% | -25.0% |
| Q3 2018 | $298,000 | +8.0% | 1,650 | -4.9% | 0.00% | 0.0% |
| Q2 2018 | $276,000 | -48.3% | 1,735 | -50.0% | 0.00% | 0.0% |
| Q1 2018 | $534,000 | +98.5% | 3,470 | +99.4% | 0.00% | 0.0% |
| Q4 2017 | $269,000 | +1.1% | 1,740 | -0.6% | 0.00% | 0.0% |
| Q3 2017 | $266,000 | -17.4% | 1,750 | -19.9% | 0.00% | -20.0% |
| Q2 2017 | $322,000 | – | 2,185 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Morningstar Investment Management LLC | 340,321 | $80,009 | 11.96% |
| Pariax, LLC | 14,707 | $3,457,616 | 10.79% |
| Allied Investment Advisors, LLC | 124,596 | $29,292,520 | 8.76% |
| PGIM Custom Harvest LLC | 934,559 | $219,714,921 | 8.11% |
| Wealth Management Solutions, LLC | 47,169 | $11,089,475 | 7.60% |
| PARAGON FINANCIAL PARTNERS, INC. | 27,447 | $6,452,689 | 6.70% |
| Main Management ETF Advisors, LLC | 397,065 | $93,350 | 6.63% |
| Essex Private Wealth Management, LLC | 7,939 | $1,866,489 | 6.38% |
| ASSET PLANNING CORPORATION | 33,870 | $7,963,414 | 6.13% |
| Beacon Capital Management, Inc. | 665,273 | $156,405,682 | 5.80% |