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 | $2,962,965 | -14.8% | 12,603 | -11.3% | 0.04% | -15.7% |
| Q2 2023 | $3,477,668 | -55.3% | 14,205 | -56.5% | 0.05% | -56.8% |
| Q1 2023 | $7,782,619 | +74197.1% | 32,637 | -22.7% | 0.12% | -28.0% |
| Q4 2022 | $10,475 | -99.9% | 42,231 | +29.5% | 0.16% | +33.3% |
| Q3 2022 | $7,298,000 | -51.5% | 32,622 | -48.9% | 0.12% | -47.7% |
| Q2 2022 | $15,048,000 | +196.6% | 63,899 | +220.4% | 0.24% | +221.9% |
| Q1 2022 | $5,073,000 | -23.1% | 19,941 | -19.5% | 0.07% | -16.1% |
| Q4 2021 | $6,600,000 | +242.1% | 24,773 | +217.4% | 0.09% | +222.2% |
| Q3 2021 | $1,929,000 | +236.1% | 7,805 | +211.0% | 0.03% | +237.5% |
| Q1 2021 | $574,000 | -95.0% | 2,510 | -95.1% | 0.01% | -95.3% |
| Q4 2020 | $11,512,000 | +667.0% | 51,453 | +599.4% | 0.17% | +576.0% |
| Q3 2020 | $1,501,000 | -94.3% | 7,357 | -94.6% | 0.02% | -94.6% |
| Q2 2020 | $26,316,000 | -7.3% | 136,599 | -20.1% | 0.46% | -20.8% |
| Q1 2020 | $28,402,000 | -9.1% | 171,004 | +4.9% | 0.58% | +21.5% |
| Q4 2019 | $31,262,000 | – | 163,044 | – | 0.48% | – |
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% |