VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 876 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,448 | -4.0% | 121 | 0.0% | 0.00% | -33.3% |
| Q2 2023 | $29,624 | +2.7% | 121 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $28,854 | -60.3% | 121 | -58.7% | 0.00% | -57.1% |
| Q4 2022 | $72,679 | +169.2% | 293 | +142.1% | 0.01% | +133.3% |
| Q3 2022 | $27,000 | -3.6% | 121 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $28,000 | -9.7% | 121 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $31,000 | -3.1% | 121 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $32,000 | +6.7% | 121 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $30,000 | 0.0% | 121 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $30,000 | +7.1% | 121 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $28,000 | +3.7% | 121 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $27,000 | +8.0% | 121 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $25,000 | +8.7% | 121 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $23,000 | +15.0% | 121 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $20,000 | -13.0% | 121 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $23,000 | +15.0% | 121 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $20,000 | -4.8% | 121 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $21,000 | 0.0% | 121 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $21,000 | +10.5% | 121 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $19,000 | -13.6% | 121 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $22,000 | – | 121 | – | 0.00% | – |
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% |