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 | $3,222,986 | -17.8% | 13,709 | -14.4% | 0.02% | -16.7% |
| Q2 2023 | $3,919,326 | +4.0% | 16,009 | +1.3% | 0.02% | -10.0% |
| Q1 2023 | $3,769,810 | -3.9% | 15,809 | 0.0% | 0.02% | -13.0% |
| Q4 2022 | $3,921,422 | -45.4% | 15,809 | -50.8% | 0.02% | -50.0% |
| Q3 2022 | $7,188,000 | +9.8% | 32,134 | +15.6% | 0.05% | +15.0% |
| Q2 2022 | $6,547,000 | -6.2% | 27,800 | +1.3% | 0.04% | +5.3% |
| Q1 2022 | $6,978,000 | +25.1% | 27,430 | +31.1% | 0.04% | +35.7% |
| Q4 2021 | $5,576,000 | +360.4% | 20,930 | +327.1% | 0.03% | +300.0% |
| Q3 2021 | $1,211,000 | +340.4% | 4,900 | +308.3% | 0.01% | +250.0% |
| Q1 2021 | $275,000 | -75.9% | 1,200 | -76.5% | 0.00% | -75.0% |
| Q4 2020 | $1,141,000 | +24.3% | 5,100 | +13.3% | 0.01% | +14.3% |
| Q3 2020 | $918,000 | -41.9% | 4,500 | -45.1% | 0.01% | -46.2% |
| Q2 2020 | $1,580,000 | +110.4% | 8,200 | +81.4% | 0.01% | +62.5% |
| Q1 2020 | $751,000 | -6.9% | 4,520 | +7.3% | 0.01% | +14.3% |
| Q4 2019 | $807,000 | -48.2% | 4,211 | -54.7% | 0.01% | -53.3% |
| Q3 2019 | $1,559,000 | -76.0% | 9,300 | -75.1% | 0.02% | -76.6% |
| Q2 2019 | $6,488,000 | +125.3% | 37,300 | +123.4% | 0.06% | +128.6% |
| Q1 2019 | $2,880,000 | +6.0% | 16,700 | -1.3% | 0.03% | -6.7% |
| Q4 2018 | $2,717,000 | -10.4% | 16,920 | +0.7% | 0.03% | +3.4% |
| Q3 2018 | $3,031,000 | +36.0% | 16,800 | +20.0% | 0.03% | +26.1% |
| Q2 2018 | $2,228,000 | -4.5% | 14,000 | -7.9% | 0.02% | -8.0% |
| Q1 2018 | $2,334,000 | -42.9% | 15,200 | -42.6% | 0.02% | -46.8% |
| Q4 2017 | $4,085,000 | -3.2% | 26,500 | -4.3% | 0.05% | -13.0% |
| Q3 2017 | $4,218,000 | +286.6% | 27,700 | +274.3% | 0.05% | +260.0% |
| Q2 2017 | $1,091,000 | – | 7,400 | – | 0.02% | – |
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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% |