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 | $285,908 | +17.1% | 1,216 | +22.0% | 0.02% | +23.1% |
| Q2 2023 | $244,195 | +36.3% | 997 | +32.8% | 0.01% | +30.0% |
| Q1 2023 | $179,191 | +8.7% | 751 | +12.9% | 0.01% | 0.0% |
| Q4 2022 | $164,920 | +24.9% | 665 | +12.7% | 0.01% | +25.0% |
| Q3 2022 | $132,000 | -17.5% | 590 | -13.2% | 0.01% | -20.0% |
| Q2 2022 | $160,000 | -7.5% | 680 | +0.1% | 0.01% | +11.1% |
| Q1 2022 | $173,000 | -3.9% | 679 | +0.1% | 0.01% | 0.0% |
| Q4 2021 | $180,000 | +52.5% | 678 | +42.1% | 0.01% | +50.0% |
| Q3 2021 | $118,000 | 0.0% | 477 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $118,000 | -2.5% | 477 | -9.3% | 0.01% | -14.3% |
| Q1 2021 | $121,000 | +2.5% | 526 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $118,000 | +10.3% | 526 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $107,000 | +57.4% | 526 | +50.3% | 0.01% | +40.0% |
| Q2 2020 | $68,000 | +21.4% | 350 | +2.9% | 0.01% | 0.0% |
| Q1 2020 | $56,000 | -13.8% | 340 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $65,000 | +14.0% | 340 | 0.0% | 0.01% | +25.0% |
| Q3 2019 | $57,000 | -3.4% | 340 | 0.0% | 0.00% | -20.0% |
| Q2 2019 | $59,000 | +7.3% | 340 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $55,000 | -9.8% | 340 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $61,000 | +13.0% | 340 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $54,000 | +3.8% | 340 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $52,000 | 0.0% | 340 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $52,000 | 0.0% | 340 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $52,000 | +4.0% | 340 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $50,000 | +6.4% | 340 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $47,000 | +9.3% | 340 | 0.0% | 0.01% | +25.0% |
| Q4 2016 | $43,000 | -28.3% | 340 | -24.6% | 0.00% | -33.3% |
| Q3 2016 | $60,000 | +81.8% | 451 | +80.4% | 0.01% | +50.0% |
| Q2 2016 | $33,000 | +6.5% | 250 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $31,000 | -6.1% | 250 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $33,000 | +6.5% | 250 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $31,000 | -66.7% | 250 | -62.3% | 0.00% | -63.6% |
| Q2 2015 | $93,000 | +3.3% | 663 | 0.0% | 0.01% | +10.0% |
| Q1 2015 | $90,000 | +7.1% | 663 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $84,000 | +27.3% | 663 | +17.8% | 0.01% | +25.0% |
| Q3 2014 | $66,000 | +4.8% | 563 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $63,000 | +530.0% | 563 | +498.9% | 0.01% | +700.0% |
| Q4 2013 | $10,000 | -95.9% | 94 | -96.4% | 0.00% | -97.2% |
| Q3 2013 | $244,000 | +8.0% | 2,620 | 0.0% | 0.04% | +2.9% |
| Q2 2013 | $226,000 | – | 2,620 | – | 0.04% | – |
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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% |