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 | $758,431 | -4.0% | 3,226 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $789,787 | +2.7% | 3,226 | 0.0% | 0.03% | -3.6% |
| Q1 2023 | $769,270 | -5.7% | 3,226 | -1.9% | 0.03% | -12.5% |
| Q4 2022 | $816,083 | +10.9% | 3,290 | 0.0% | 0.03% | +3.2% |
| Q3 2022 | $736,000 | +982.4% | 3,290 | +1034.5% | 0.03% | +933.3% |
| Q2 2022 | $68,000 | -8.1% | 290 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $74,000 | -3.9% | 290 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $77,000 | +6.9% | 290 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $72,000 | +80.0% | 290 | +79.0% | 0.00% | +50.0% |
| Q2 2021 | $40,000 | +8.1% | 162 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $37,000 | +2.8% | 162 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $36,000 | +9.1% | 162 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $33,000 | +6.5% | 162 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $31,000 | +342.9% | 162 | +260.0% | 0.00% | +100.0% |
| Q1 2020 | $7,000 | -22.2% | 45 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $9,000 | +12.5% | 45 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $8,000 | -70.4% | 45 | -71.0% | 0.00% | -50.0% |
| Q2 2019 | $27,000 | 0.0% | 155 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $27,000 | +8.0% | 155 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $25,000 | +25.0% | 155 | +40.9% | 0.00% | +100.0% |
| Q3 2018 | $20,000 | +11.1% | 110 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $18,000 | +5.9% | 110 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $17,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $17,000 | 0.0% | 110 | 0.0% | 0.00% | -50.0% |
| Q3 2017 | $17,000 | +6.2% | 110 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $16,000 | -79.7% | 110 | -80.7% | 0.00% | -75.0% |
| Q1 2017 | $79,000 | +9.7% | 571 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $72,000 | -5.3% | 571 | 0.0% | 0.01% | -11.1% |
| Q3 2016 | $76,000 | +1.3% | 571 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $75,000 | +7.1% | 571 | 0.0% | 0.01% | +12.5% |
| Q1 2016 | $70,000 | -7.9% | 571 | 0.0% | 0.01% | -11.1% |
| Q4 2015 | $76,000 | +8.6% | 571 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $70,000 | -12.5% | 571 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $80,000 | +3.9% | 571 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $77,000 | +6.9% | 571 | 0.0% | 0.01% | +12.5% |
| Q4 2014 | $72,000 | +7.5% | 571 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $67,000 | +4.7% | 571 | 0.0% | 0.01% | +14.3% |
| Q2 2014 | $64,000 | +4.9% | 571 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $61,000 | – | 571 | – | 0.01% | – |
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% |