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 | $759,916 | -0.1% | 3,232 | +4.0% | 0.03% | +3.1% |
Q2 2023 | $760,858 | +1.9% | 3,108 | -0.7% | 0.03% | -5.9% |
Q1 2023 | $746,577 | +51281.8% | 3,131 | -46.6% | 0.03% | -12.8% |
Q4 2022 | $1,453 | -99.8% | 5,860 | +111.4% | 0.04% | -4.9% |
Q3 2022 | $620,000 | +8.8% | 2,772 | +14.6% | 0.04% | -2.4% |
Q2 2022 | $570,000 | -21.9% | 2,418 | -15.7% | 0.04% | +5.0% |
Q1 2022 | $730,000 | -6.5% | 2,869 | -2.2% | 0.04% | 0.0% |
Q4 2021 | $781,000 | +4.3% | 2,933 | -3.2% | 0.04% | -2.4% |
Q3 2021 | $749,000 | -2.1% | 3,030 | -2.2% | 0.04% | -2.4% |
Q2 2021 | $765,000 | +11.8% | 3,097 | +3.5% | 0.04% | +2.4% |
Q1 2021 | $684,000 | -8.2% | 2,992 | -10.1% | 0.04% | -10.9% |
Q4 2020 | $745,000 | +8.6% | 3,329 | -1.0% | 0.05% | -6.1% |
Q3 2020 | $686,000 | +6.2% | 3,363 | +0.3% | 0.05% | +2.1% |
Q2 2020 | $646,000 | +56.0% | 3,353 | +34.4% | 0.05% | +20.0% |
Q1 2020 | $414,000 | -40.5% | 2,495 | -31.2% | 0.04% | -34.4% |
Q4 2019 | $696,000 | +14.7% | 3,627 | +0.3% | 0.06% | +5.2% |
Q3 2019 | $607,000 | -13.5% | 3,615 | -10.4% | 0.06% | -14.7% |
Q2 2019 | $702,000 | -25.7% | 4,035 | -26.4% | 0.07% | -27.7% |
Q1 2019 | $945,000 | +18.9% | 5,481 | +10.8% | 0.09% | +3.3% |
Q4 2018 | $795,000 | -10.8% | 4,948 | +0.2% | 0.09% | -9.0% |
Q3 2018 | $891,000 | +18.6% | 4,939 | +4.7% | 0.10% | +16.3% |
Q2 2018 | $751,000 | +8.5% | 4,716 | +4.6% | 0.09% | -1.1% |
Q1 2018 | $692,000 | +29.8% | 4,509 | +30.4% | 0.09% | +38.1% |
Q4 2017 | $533,000 | – | 3,459 | – | 0.06% | – |
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% |