VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 910 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $157,738 | +35.3% | 593 | +37.6% | 0.00% | 0.0% |
| Q1 2024 | $116,594 | +348.6% | 431 | +295.4% | 0.00% | – |
| Q1 2023 | $25,992 | -3.9% | 109 | 0.0% | 0.00% | – |
| Q4 2022 | $27,037 | +12.7% | 109 | 0.0% | 0.00% | – |
| Q3 2022 | $24,000 | -67.1% | 109 | -64.8% | 0.00% | -100.0% |
| Q2 2022 | $73,000 | -7.6% | 310 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $79,000 | -9.2% | 310 | -4.9% | 0.00% | – |
| Q4 2021 | $87,000 | +7.4% | 326 | 0.0% | 0.00% | – |
| Q3 2021 | $81,000 | -20.6% | 326 | -20.7% | 0.00% | -100.0% |
| Q2 2021 | $102,000 | +112.5% | 411 | +95.7% | 0.00% | – |
| Q1 2021 | $48,000 | +20.0% | 210 | +16.0% | 0.00% | – |
| Q4 2020 | $40,000 | +8.1% | 181 | 0.0% | 0.00% | – |
| Q3 2020 | $37,000 | +5.7% | 181 | 0.0% | 0.00% | – |
| Q2 2020 | $35,000 | +16.7% | 181 | 0.0% | 0.00% | – |
| Q1 2020 | $30,000 | -31.8% | 181 | -21.6% | 0.00% | – |
| Q4 2019 | $44,000 | +12.8% | 231 | 0.0% | 0.00% | – |
| Q3 2019 | $39,000 | -2.5% | 231 | 0.0% | 0.00% | – |
| Q2 2019 | $40,000 | -69.2% | 231 | -76.9% | 0.00% | -100.0% |
| Q2 2016 | $130,000 | -47.4% | 1,000 | -50.0% | 0.00% | 0.0% |
| Q1 2016 | $247,000 | -7.1% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $266,000 | +8.6% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $245,000 | -12.5% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $280,000 | – | 2,000 | – | 0.00% | – |
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% |
| EXECUTIVE WEALTH GROUP LLC | 50,777 | $12,108,312 | 8.57% |
| BCM ADVISORS, LLC | 107,056 | $26,473,878 | 7.16% |
| Morningstar Investment Management LLC | 199,110 | $47,480 | 7.06% |
| 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% |