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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $941,725 | +32.0% | 4,006 | +37.5% | 0.00% | 0.0% |
| Q2 2023 | $713,505 | +2.7% | 2,914 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $694,970 | +8.6% | 2,914 | +12.9% | 0.00% | 0.0% |
| Q4 2022 | $640,070 | +20.5% | 2,580 | +8.7% | 0.00% | 0.0% |
| Q3 2022 | $531,000 | +14.2% | 2,373 | +20.3% | 0.00% | – |
| Q2 2022 | $465,000 | +20.2% | 1,973 | +29.7% | 0.00% | – |
| Q1 2022 | $387,000 | -4.4% | 1,521 | +0.1% | 0.00% | – |
| Q4 2021 | $405,000 | +14.1% | 1,520 | +5.7% | 0.00% | – |
| Q3 2021 | $355,000 | +8.9% | 1,438 | +8.9% | 0.00% | – |
| Q2 2021 | $326,000 | +7.6% | 1,320 | -0.2% | 0.00% | – |
| Q1 2021 | $303,000 | +0.3% | 1,323 | -1.9% | 0.00% | – |
| Q4 2020 | $302,000 | +12.3% | 1,348 | +2.0% | 0.00% | – |
| Q3 2020 | $269,000 | +15.5% | 1,321 | +9.1% | 0.00% | – |
| Q2 2020 | $233,000 | -67.0% | 1,211 | -74.8% | 0.00% | -100.0% |
| Q2 2017 | $707,000 | +7.0% | 4,799 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $661,000 | – | 4,799 | – | 0.00% | – |
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% |