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 | ||||
---|---|---|---|---|---|---|
Q1 2017 | $25,000 | +8.7% | 180 | 0.0% | 0.01% | 0.0% |
Q4 2016 | $23,000 | -4.2% | 180 | 0.0% | 0.01% | +7.7% |
Q3 2016 | $24,000 | +4.3% | 180 | 0.0% | 0.01% | 0.0% |
Q2 2016 | $23,000 | +4.5% | 180 | 0.0% | 0.01% | 0.0% |
Q1 2016 | $22,000 | -8.3% | 180 | 0.0% | 0.01% | 0.0% |
Q4 2015 | $24,000 | -36.8% | 180 | -42.5% | 0.01% | -38.1% |
Q3 2015 | $38,000 | -13.6% | 313 | 0.0% | 0.02% | -4.5% |
Q2 2015 | $44,000 | -17.0% | 313 | -19.3% | 0.02% | -12.0% |
Q1 2015 | $53,000 | +8.2% | 388 | 0.0% | 0.02% | +8.7% |
Q4 2014 | $49,000 | – | 388 | – | 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% |