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 | $380 | -7.1% | 1,616 | -3.3% | 0.00% | 0.0% |
| Q2 2023 | $409 | -0.7% | 1,671 | -3.2% | 0.00% | 0.0% |
| Q1 2023 | $412 | -3.7% | 1,726 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $428 | -99.9% | 1,726 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $386,000 | -8.1% | 1,726 | -3.1% | 0.00% | 0.0% |
| Q2 2022 | $420,000 | +90.9% | 1,782 | +106.2% | 0.00% | – |
| Q1 2022 | $220,000 | +14.0% | 864 | +19.0% | 0.00% | – |
| Q4 2021 | $193,000 | -99.8% | 726 | -99.8% | 0.00% | -100.0% |
| Q3 2021 | $111,469,000 | +37944.0% | 451,000 | +37959.1% | 0.24% | +23700.0% |
| Q2 2021 | $293,000 | +2153.8% | 1,185 | +1875.0% | 0.00% | – |
| Q4 2020 | $13,000 | +550.0% | 60 | +400.0% | 0.00% | – |
| Q3 2020 | $2,000 | -93.8% | 12 | -93.6% | 0.00% | – |
| Q1 2019 | $32,000 | -89.7% | 188 | -90.3% | 0.00% | -100.0% |
| Q4 2018 | $311,000 | -10.9% | 1,935 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $349,000 | +13.3% | 1,935 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $308,000 | +0.7% | 1,935 | -2.8% | 0.00% | 0.0% |
| Q1 2018 | $306,000 | +2.7% | 1,991 | +2.9% | 0.00% | 0.0% |
| Q4 2017 | $298,000 | -33.3% | 1,935 | -34.1% | 0.00% | -50.0% |
| Q3 2017 | $447,000 | +2.8% | 2,938 | -0.5% | 0.00% | 0.0% |
| Q2 2017 | $435,000 | +15.1% | 2,952 | +7.5% | 0.00% | 0.0% |
| Q1 2017 | $378,000 | +225.9% | 2,746 | +199.8% | 0.00% | +100.0% |
| Q4 2016 | $116,000 | – | 916 | – | 0.00% | – |
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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% |