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 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2023 | $4,019 | -0.3% | 16,415 | -2.9% | 0.04% | +4.9% |
| Q1 2023 | $4,031 | -4.0% | 16,902 | -0.1% | 0.04% | -2.4% |
| Q4 2022 | $4,198 | -99.9% | 16,925 | -6.4% | 0.04% | +5.0% |
| Q3 2022 | $4,044,000 | -15.0% | 18,077 | -10.5% | 0.04% | -4.8% |
| Q2 2022 | $4,756,000 | -6.9% | 20,197 | +0.5% | 0.04% | +10.5% |
| Q1 2022 | $5,110,000 | -2.0% | 20,089 | +2.7% | 0.04% | +5.6% |
| Q4 2021 | $5,214,000 | +16.6% | 19,570 | -10.7% | 0.04% | -2.7% |
| Q3 2021 | $4,470,000 | -5.2% | 21,910 | +14.8% | 0.04% | +12.1% |
| Q2 2021 | $4,716,000 | -6.4% | 19,082 | -15.3% | 0.03% | -13.2% |
| Q1 2021 | $5,040,000 | 0.0% | 22,527 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $5,040,000 | +12.8% | 22,527 | +2.8% | 0.04% | +2.7% |
| Q3 2020 | $4,470,000 | +8.5% | 21,910 | +2.5% | 0.04% | +5.7% |
| Q2 2020 | $4,120,000 | -8.7% | 21,385 | -21.3% | 0.04% | -16.7% |
| Q1 2020 | $4,511,000 | +46.6% | 27,158 | +69.2% | 0.04% | +82.6% |
| Q4 2019 | $3,077,000 | +21.4% | 16,050 | +6.2% | 0.02% | +15.0% |
| Q3 2019 | $2,535,000 | -1.3% | 15,119 | +2.4% | 0.02% | -4.8% |
| Q2 2019 | $2,569,000 | +22.9% | 14,767 | +21.8% | 0.02% | +16.7% |
| Q1 2019 | $2,090,000 | -4.0% | 12,120 | -10.6% | 0.02% | -10.0% |
| Q4 2018 | $2,177,000 | +87.3% | 13,558 | +110.6% | 0.02% | +122.2% |
| Q3 2018 | $1,162,000 | +1.9% | 6,438 | -10.1% | 0.01% | -10.0% |
| Q2 2018 | $1,140,000 | +0.9% | 7,163 | -2.7% | 0.01% | -16.7% |
| Q1 2018 | $1,130,000 | – | 7,358 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pariax, LLC | 18,636 | $4,443,941 | 13.52% |
| PGIM Custom Harvest LLC | 931,201 | $222,054,294 | 9.21% |
| AMI INVESTMENT MANAGEMENT INC | 79,910 | $19,055,338 | 8.89% |
| Allied Investment Advisors, LLC | 117,886 | $28,111,096 | 8.71% |
| BCM ADVISORS, LLC | 107,056 | $26,473,878 | 7.16% |
| Morningstar Investment Management LLC | 199,110 | $47,480 | 7.08% |
| Essex Private Wealth Management, LLC | 7,902 | $1,884,250 | 6.84% |
| PARAGON FINANCIAL PARTNERS, INC. | 27,101 | $6,462,422 | 6.77% |
| Wealth Management Solutions, LLC | 48,001 | $11,446,226 | 6.59% |
| ASSET PLANNING CORPORATION | 31,046 | $7,403,150 | 5.95% |