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 | $536,733 | -4.0% | 2,283 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $558,924 | +2.7% | 2,283 | 0.0% | 0.02% | -4.5% |
| Q1 2023 | $544,404 | -3.9% | 2,283 | 0.0% | 0.02% | -4.3% |
| Q4 2022 | $566,298 | +10.8% | 2,283 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $511,000 | -5.0% | 2,283 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $538,000 | -7.4% | 2,283 | 0.0% | 0.02% | +4.5% |
| Q1 2022 | $581,000 | -4.4% | 2,283 | 0.0% | 0.02% | -4.3% |
| Q4 2021 | $608,000 | +7.8% | 2,283 | 0.0% | 0.02% | -4.2% |
| Q3 2021 | $564,000 | 0.0% | 2,283 | 0.0% | 0.02% | -4.0% |
| Q2 2021 | $564,000 | +8.0% | 2,283 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $522,000 | +2.2% | 2,283 | 0.0% | 0.02% | -3.8% |
| Q4 2020 | $511,000 | +13.8% | 2,283 | +3.8% | 0.03% | -3.7% |
| Q3 2020 | $449,000 | +5.9% | 2,200 | 0.0% | 0.03% | -3.6% |
| Q2 2020 | $424,000 | +16.2% | 2,200 | 0.0% | 0.03% | 0.0% |
| Q1 2020 | $365,000 | -13.5% | 2,200 | 0.0% | 0.03% | +7.7% |
| Q4 2019 | $422,000 | +14.4% | 2,200 | 0.0% | 0.03% | +13.0% |
| Q3 2019 | $369,000 | -3.7% | 2,200 | 0.0% | 0.02% | -8.0% |
| Q2 2019 | $383,000 | +1.1% | 2,200 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $379,000 | +7.4% | 2,200 | 0.0% | 0.02% | -7.4% |
| Q4 2018 | $353,000 | -11.1% | 2,200 | 0.0% | 0.03% | 0.0% |
| Q3 2018 | $397,000 | +13.4% | 2,200 | 0.0% | 0.03% | +8.0% |
| Q2 2018 | $350,000 | +3.6% | 2,200 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $338,000 | -0.3% | 2,200 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $339,000 | +1.2% | 2,200 | 0.0% | 0.02% | -3.8% |
| Q3 2017 | $335,000 | +3.4% | 2,200 | 0.0% | 0.03% | -3.7% |
| Q2 2017 | $324,000 | +6.9% | 2,200 | 0.0% | 0.03% | 0.0% |
| Q1 2017 | $303,000 | +8.6% | 2,200 | 0.0% | 0.03% | +8.0% |
| Q4 2016 | $279,000 | -4.5% | 2,200 | 0.0% | 0.02% | -19.4% |
| Q3 2016 | $292,000 | +689.2% | 2,200 | +736.5% | 0.03% | +520.0% |
| Q2 2015 | $37,000 | +2.8% | 263 | -1.9% | 0.01% | 0.0% |
| Q1 2015 | $36,000 | +9.1% | 268 | +1.1% | 0.01% | +25.0% |
| Q4 2014 | $33,000 | – | 265 | – | 0.00% | – |
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% |