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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $259,224 | +6.6% | 1,034 | 0.0% | 0.06% | -1.8% |
| Q3 2023 | $243,093 | -4.0% | 1,034 | 0.0% | 0.06% | -1.7% |
| Q2 2023 | $253,144 | -14.3% | 1,034 | -16.5% | 0.06% | -17.1% |
| Q1 2023 | $295,452 | +100053.2% | 1,239 | +4.1% | 0.07% | -2.8% |
| Q4 2022 | $295 | -99.9% | 1,190 | +8.2% | 0.07% | +12.5% |
| Q3 2022 | $246,000 | -5.0% | 1,100 | 0.0% | 0.06% | +4.9% |
| Q2 2022 | $259,000 | +19.9% | 1,100 | +29.7% | 0.06% | +52.5% |
| Q1 2022 | $216,000 | +5.4% | 848 | +10.4% | 0.04% | +11.1% |
| Q4 2021 | $205,000 | -70.4% | 768 | -82.9% | 0.04% | -80.5% |
| Q4 2017 | $693,000 | -1.6% | 4,496 | -2.7% | 0.18% | -24.2% |
| Q3 2017 | $704,000 | +8.0% | 4,620 | +4.4% | 0.24% | +3.8% |
| Q2 2017 | $652,000 | +80.6% | 4,425 | +68.8% | 0.24% | +78.0% |
| Q1 2017 | $361,000 | +225.2% | 2,622 | +198.3% | 0.13% | +238.5% |
| Q4 2016 | $111,000 | -48.1% | 879 | -48.3% | 0.04% | -65.5% |
| Q4 2014 | $214,000 | 0.0% | 1,701 | -11.1% | 0.11% | -12.4% |
| Q2 2014 | $214,000 | -7.8% | 1,914 | -12.0% | 0.13% | -11.6% |
| Q1 2014 | $232,000 | +5.5% | 2,174 | 0.0% | 0.15% | +6.6% |
| Q4 2013 | $220,000 | -10.2% | 2,174 | -17.4% | 0.14% | -16.0% |
| Q3 2013 | $245,000 | -0.4% | 2,633 | -7.5% | 0.16% | -1.8% |
| Q2 2013 | $246,000 | – | 2,848 | – | 0.17% | – |
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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% |