VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 876 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,447 | -2.4% | 6,154 | +1.6% | 0.22% | -0.4% |
Q2 2023 | $1,483 | -99.9% | 6,059 | +7.4% | 0.22% | +2.3% |
Q1 2023 | $1,344,676 | -1.8% | 5,639 | +2.1% | 0.22% | -9.1% |
Q4 2022 | $1,369,484 | +23.4% | 5,521 | +11.3% | 0.24% | +4.8% |
Q3 2022 | $1,110,000 | +3.5% | 4,961 | +9.0% | 0.23% | +6.5% |
Q2 2022 | $1,072,000 | -6.4% | 4,551 | +1.1% | 0.22% | +4.8% |
Q1 2022 | $1,145,000 | +2.6% | 4,501 | +7.5% | 0.21% | +2.5% |
Q4 2021 | $1,116,000 | +13.1% | 4,188 | +4.9% | 0.20% | +3.1% |
Q3 2021 | $987,000 | +2.3% | 3,993 | +2.3% | 0.20% | +2.6% |
Q2 2021 | $965,000 | +17.4% | 3,905 | +8.7% | 0.19% | +10.4% |
Q1 2021 | $822,000 | +3.4% | 3,594 | +1.2% | 0.17% | -6.5% |
Q4 2020 | $795,000 | +8.2% | 3,552 | -1.4% | 0.18% | -8.4% |
Q3 2020 | $735,000 | +6.2% | 3,602 | +0.3% | 0.20% | +3.1% |
Q2 2020 | $692,000 | +2.1% | 3,592 | -12.0% | 0.20% | -12.5% |
Q1 2020 | $678,000 | -13.3% | 4,080 | 0.0% | 0.22% | +13.7% |
Q4 2019 | $782,000 | +13.8% | 4,080 | -0.5% | 0.20% | +4.8% |
Q3 2019 | $687,000 | -26.2% | 4,100 | -23.4% | 0.19% | -25.7% |
Q2 2019 | $931,000 | -1.5% | 5,355 | -2.3% | 0.25% | -3.8% |
Q1 2019 | $945,000 | +26.3% | 5,480 | +17.7% | 0.26% | +10.0% |
Q4 2018 | $748,000 | -0.3% | 4,655 | +12.0% | 0.24% | +18.3% |
Q3 2018 | $750,000 | +13.5% | 4,155 | 0.0% | 0.20% | +7.4% |
Q2 2018 | $661,000 | +3.6% | 4,155 | 0.0% | 0.19% | +2.7% |
Q1 2018 | $638,000 | -0.3% | 4,155 | 0.0% | 0.18% | 0.0% |
Q4 2017 | $640,000 | +1.1% | 4,155 | 0.0% | 0.18% | +2.2% |
Q3 2017 | $633,000 | +3.4% | 4,155 | 0.0% | 0.18% | +6.5% |
Q2 2017 | $612,000 | +12.3% | 4,155 | +5.1% | 0.17% | +8.4% |
Q1 2017 | $545,000 | +13.1% | 3,955 | +3.9% | 0.16% | +6.9% |
Q4 2016 | $482,000 | +95.9% | 3,805 | +105.7% | 0.14% | +76.8% |
Q3 2016 | $246,000 | – | 1,850 | – | 0.08% | – |
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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% |