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 | $8,845,127 | -2.7% | 37,473 | 0.0% | 0.09% | 0.0% |
| Q2 2023 | $9,092,449 | -1.0% | 37,473 | 0.0% | 0.09% | -18.3% |
| Q1 2023 | $9,181,634 | +4.8% | 37,473 | -4.1% | 0.12% | -8.0% |
| Q4 2022 | $8,760,167 | +14.7% | 39,073 | +14.7% | 0.12% | +5.0% |
| Q3 2022 | $7,639,000 | -4.8% | 34,073 | 0.0% | 0.12% | 0.0% |
| Q2 2022 | $8,024,000 | -1.7% | 34,073 | +6.2% | 0.12% | +17.8% |
| Q1 2022 | $8,161,000 | -4.9% | 32,083 | 0.0% | 0.10% | +4.1% |
| Q4 2021 | $8,583,000 | +11.0% | 32,083 | 0.0% | 0.10% | +5.4% |
| Q3 2021 | $7,729,000 | -11.5% | 32,083 | -11.5% | 0.09% | -15.6% |
| Q2 2021 | $8,729,000 | 0.0% | 36,233 | 0.0% | 0.11% | -12.8% |
| Q1 2021 | $8,729,000 | +3.8% | 36,233 | 0.0% | 0.12% | +0.8% |
| Q4 2020 | $8,407,000 | +13.7% | 36,233 | 0.0% | 0.12% | -3.1% |
| Q3 2020 | $7,392,000 | +19.6% | 36,233 | -2.2% | 0.13% | +21.9% |
| Q2 2020 | $6,179,000 | +4.4% | 37,053 | +4.5% | 0.10% | -17.3% |
| Q1 2020 | $5,916,000 | -5.0% | 35,473 | -8.5% | 0.13% | -14.8% |
| Q4 2018 | $6,225,000 | – | 38,758 | – | 0.15% | – |
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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% |