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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $778,000 | +7.0% | 2,910 | 0.0% | 0.06% | -1.6% |
| Q3 2021 | $727,000 | -37.3% | 2,910 | -67.2% | 0.06% | -63.1% |
| Q2 2016 | $1,159,000 | -5.0% | 8,880 | -10.2% | 0.17% | -8.7% |
| Q1 2016 | $1,220,000 | -8.5% | 9,890 | -1.4% | 0.18% | -9.4% |
| Q4 2015 | $1,334,000 | +1.8% | 10,035 | -6.1% | 0.20% | +0.5% |
| Q3 2015 | $1,310,000 | -15.6% | 10,685 | -3.7% | 0.20% | -8.6% |
| Q2 2015 | $1,553,000 | -0.3% | 11,095 | -3.4% | 0.22% | +0.9% |
| Q1 2015 | $1,557,000 | -17.6% | 11,490 | -23.6% | 0.22% | -11.7% |
| Q4 2014 | $1,889,000 | +4.9% | 15,040 | -2.3% | 0.25% | +2.9% |
| Q3 2014 | $1,801,000 | -0.1% | 15,390 | -4.6% | 0.24% | +2.1% |
| Q2 2014 | $1,802,000 | +2.7% | 16,140 | -1.7% | 0.24% | -4.5% |
| Q1 2014 | $1,755,000 | -52.8% | 16,415 | -55.4% | 0.25% | -54.7% |
| Q4 2013 | $3,718,000 | +5.1% | 36,770 | -3.2% | 0.54% | -2.7% |
| Q3 2013 | $3,538,000 | -0.0% | 37,985 | -7.3% | 0.56% | -6.4% |
| Q2 2013 | $3,539,000 | – | 40,965 | – | 0.60% | – |
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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% |