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 | $239,802 | -4.0% | 1,020 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $249,717 | +2.7% | 1,020 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $243,229 | -13.0% | 1,020 | -9.5% | 0.01% | -23.1% |
| Q4 2022 | $279,553 | +10.9% | 1,127 | 0.0% | 0.01% | +8.3% |
| Q3 2022 | $252,000 | -34.4% | 1,127 | -30.9% | 0.01% | -33.3% |
| Q2 2022 | $384,000 | -3.5% | 1,632 | +4.5% | 0.02% | +12.5% |
| Q1 2022 | $398,000 | -4.3% | 1,562 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $416,000 | +11.8% | 1,562 | +3.8% | 0.02% | +6.7% |
| Q3 2021 | $372,000 | 0.0% | 1,505 | 0.0% | 0.02% | -11.8% |
| Q2 2021 | $372,000 | -18.4% | 1,505 | -24.4% | 0.02% | -26.1% |
| Q1 2021 | $456,000 | +35.7% | 1,992 | +32.5% | 0.02% | +21.1% |
| Q4 2020 | $336,000 | +9.8% | 1,503 | 0.0% | 0.02% | -5.0% |
| Q3 2020 | $306,000 | +4.8% | 1,503 | -1.0% | 0.02% | 0.0% |
| Q2 2020 | $292,000 | +15.9% | 1,518 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $252,000 | -13.1% | 1,518 | 0.0% | 0.02% | +5.3% |
| Q4 2019 | $290,000 | +33.0% | 1,518 | +16.5% | 0.02% | +18.8% |
| Q3 2019 | $218,000 | -4.0% | 1,303 | -0.2% | 0.02% | -27.3% |
| Q2 2019 | $227,000 | +2.3% | 1,306 | +1.5% | 0.02% | +10.0% |
| Q1 2019 | $222,000 | 0.0% | 1,287 | -7.2% | 0.02% | -13.0% |
| Q4 2018 | $222,000 | – | 1,387 | – | 0.02% | – |
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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% |