VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 22 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $359 | -3.8% | 1,525 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $373 | +2.5% | 1,525 | 0.0% | 0.02% | 0.0% |
Q1 2023 | $364 | -3.7% | 1,525 | 0.0% | 0.02% | -8.7% |
Q4 2022 | $378 | -99.9% | 1,525 | -6.2% | 0.02% | -4.2% |
Q3 2022 | $364,000 | -5.0% | 1,625 | 0.0% | 0.02% | 0.0% |
Q2 2022 | $383,000 | -7.3% | 1,625 | 0.0% | 0.02% | +4.3% |
Q1 2022 | $413,000 | -4.6% | 1,625 | 0.0% | 0.02% | 0.0% |
Q4 2021 | $433,000 | +7.7% | 1,625 | 0.0% | 0.02% | 0.0% |
Q3 2021 | $402,000 | 0.0% | 1,625 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $402,000 | +8.1% | 1,625 | 0.0% | 0.02% | 0.0% |
Q1 2021 | $372,000 | +2.2% | 1,625 | 0.0% | 0.02% | -4.2% |
Q4 2020 | $364,000 | +9.6% | 1,625 | 0.0% | 0.02% | -4.0% |
Q3 2020 | $332,000 | +6.1% | 1,625 | 0.0% | 0.02% | 0.0% |
Q2 2020 | $313,000 | +15.9% | 1,625 | 0.0% | 0.02% | -3.8% |
Q1 2020 | $270,000 | -13.5% | 1,625 | 0.0% | 0.03% | +13.0% |
Q4 2019 | $312,000 | +14.7% | 1,625 | 0.0% | 0.02% | +4.5% |
Q3 2019 | $272,000 | -3.9% | 1,625 | 0.0% | 0.02% | -4.3% |
Q2 2019 | $283,000 | +1.1% | 1,625 | 0.0% | 0.02% | -4.2% |
Q1 2019 | $280,000 | +7.3% | 1,625 | 0.0% | 0.02% | -4.0% |
Q4 2018 | $261,000 | -10.9% | 1,625 | 0.0% | 0.02% | +4.2% |
Q3 2018 | $293,000 | +13.1% | 1,625 | 0.0% | 0.02% | +9.1% |
Q2 2018 | $259,000 | +12.6% | 1,625 | +8.3% | 0.02% | +10.0% |
Q1 2018 | $230,000 | -0.4% | 1,500 | 0.0% | 0.02% | +5.3% |
Q4 2017 | $231,000 | +1.3% | 1,500 | 0.0% | 0.02% | -5.0% |
Q3 2017 | $228,000 | +3.2% | 1,500 | 0.0% | 0.02% | 0.0% |
Q2 2017 | $221,000 | +6.8% | 1,500 | 0.0% | 0.02% | 0.0% |
Q1 2017 | $207,000 | – | 1,500 | – | 0.02% | – |
Download |
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% |