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 | $287,292 | -7.7% | 1,222 | -3.9% | 0.01% | -20.0% |
| Q2 2023 | $311,411 | -4.5% | 1,272 | -6.9% | 0.01% | -9.1% |
| Q1 2023 | $325,975 | +3.3% | 1,367 | +7.5% | 0.01% | 0.0% |
| Q4 2022 | $315,520 | +10.7% | 1,272 | 0.0% | 0.01% | +10.0% |
| Q3 2022 | $285,000 | -5.0% | 1,272 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $300,000 | -7.4% | 1,272 | 0.0% | 0.01% | +11.1% |
| Q1 2022 | $324,000 | -4.4% | 1,272 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $339,000 | +8.0% | 1,272 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $314,000 | 0.0% | 1,272 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $314,000 | +7.9% | 1,272 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $291,000 | +2.1% | 1,272 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $285,000 | +10.0% | 1,272 | 0.0% | 0.01% | -10.0% |
| Q3 2020 | $259,000 | +5.7% | 1,272 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $245,000 | +16.1% | 1,272 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $211,000 | -18.2% | 1,272 | -5.6% | 0.01% | 0.0% |
| Q4 2019 | $258,000 | +18.9% | 1,347 | +4.3% | 0.01% | 0.0% |
| Q3 2019 | $217,000 | -4.0% | 1,292 | -0.8% | 0.01% | 0.0% |
| Q2 2019 | $226,000 | +289.7% | 1,302 | +216.0% | 0.01% | +100.0% |
| Q1 2017 | $58,000 | – | 412 | – | 0.01% | – |
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% |