VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 910 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,048,202 | +209.4% | 3,940 | +214.7% | 0.12% | +49.4% |
| Q1 2024 | $338,774 | +8.1% | 1,252 | +0.2% | 0.08% | -3.5% |
| Q4 2023 | $313,359 | +18.1% | 1,250 | +10.7% | 0.09% | -16.5% |
| Q3 2023 | $265,437 | -1.7% | 1,129 | +2.4% | 0.10% | +3.0% |
| Q2 2023 | $269,961 | +10.8% | 1,103 | +7.9% | 0.10% | +3.1% |
| Q1 2023 | $243,633 | +21.2% | 1,022 | +29.4% | 0.10% | +44.8% |
| Q1 2022 | $201,000 | – | 790 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pariax, LLC | 18,636 | $4,443,941 | 13.52% |
| PGIM Custom Harvest LLC | 931,201 | $222,054,294 | 9.21% |
| AMI INVESTMENT MANAGEMENT INC | 79,910 | $19,055,338 | 8.89% |
| Allied Investment Advisors, LLC | 117,886 | $28,111,096 | 8.71% |
| EXECUTIVE WEALTH GROUP LLC | 50,777 | $12,108,312 | 8.57% |
| BCM ADVISORS, LLC | 107,056 | $26,473,878 | 7.16% |
| Morningstar Investment Management LLC | 199,110 | $47,480 | 7.06% |
| Essex Private Wealth Management, LLC | 7,902 | $1,884,250 | 6.84% |
| PARAGON FINANCIAL PARTNERS, INC. | 27,101 | $6,462,422 | 6.77% |
| Wealth Management Solutions, LLC | 48,001 | $11,446,226 | 6.59% |