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 | $507 | -3.1% | 2,155 | +1.0% | 0.02% | 0.0% |
| Q2 2023 | $523 | -7.9% | 2,134 | -10.4% | 0.02% | -10.7% |
| Q1 2023 | $568 | -4.1% | 2,383 | -0.1% | 0.03% | -15.2% |
| Q4 2022 | $592 | -99.9% | 2,385 | +6.1% | 0.03% | +17.9% |
| Q3 2022 | $503,000 | -2.3% | 2,248 | +2.8% | 0.03% | 0.0% |
| Q2 2022 | $515,000 | -10.3% | 2,187 | -3.1% | 0.03% | +7.7% |
| Q1 2022 | $574,000 | -9.3% | 2,257 | -5.0% | 0.03% | -3.7% |
| Q4 2021 | $633,000 | -3.8% | 2,376 | -10.8% | 0.03% | -12.9% |
| Q3 2021 | $658,000 | +2.5% | 2,663 | +2.5% | 0.03% | +3.3% |
| Q2 2021 | $642,000 | +8.1% | 2,598 | 0.0% | 0.03% | -9.1% |
| Q1 2021 | $594,000 | +16.9% | 2,598 | +14.5% | 0.03% | -26.7% |
| Q4 2020 | $508,000 | -8.5% | 2,269 | -16.7% | 0.04% | -15.1% |
| Q3 2020 | $555,000 | +1.3% | 2,723 | -4.3% | 0.05% | +1.9% |
| Q2 2020 | $548,000 | +17.6% | 2,846 | +1.3% | 0.05% | -5.5% |
| Q1 2020 | $466,000 | -13.5% | 2,809 | -0.1% | 0.06% | +14.6% |
| Q4 2019 | $539,000 | +92.5% | 2,812 | +68.2% | 0.05% | +77.8% |
| Q3 2019 | $280,000 | +10.7% | 1,672 | +14.8% | 0.03% | +8.0% |
| Q2 2019 | $253,000 | +15.5% | 1,457 | +14.5% | 0.02% | +4.2% |
| Q1 2019 | $219,000 | – | 1,272 | – | 0.02% | – |
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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% |