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 | $217,703 | -4.0% | 926 | 0.0% | 0.03% | -12.5% |
| Q2 2023 | $226,703 | +2.7% | 926 | 0.0% | 0.03% | -3.0% |
| Q1 2023 | $220,814 | -3.9% | 926 | 0.0% | 0.03% | -8.3% |
| Q4 2022 | $229,694 | +11.0% | 926 | 0.0% | 0.04% | +5.9% |
| Q3 2022 | $207,000 | -5.0% | 926 | 0.0% | 0.03% | -2.9% |
| Q2 2022 | $218,000 | -7.6% | 926 | 0.0% | 0.04% | +12.9% |
| Q1 2022 | $236,000 | -4.5% | 926 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $247,000 | -3.5% | 926 | -10.7% | 0.03% | -11.4% |
| Q3 2021 | $256,000 | -1.2% | 1,037 | -1.0% | 0.04% | 0.0% |
| Q2 2021 | $259,000 | +7.9% | 1,048 | 0.0% | 0.04% | -2.8% |
| Q1 2021 | $240,000 | +24.4% | 1,048 | +21.4% | 0.04% | +16.1% |
| Q4 2020 | $193,000 | +25.3% | 863 | +14.0% | 0.03% | +6.9% |
| Q3 2020 | $154,000 | -23.8% | 757 | -27.6% | 0.03% | -32.6% |
| Q2 2020 | $202,000 | +16.1% | 1,046 | 0.0% | 0.04% | -8.5% |
| Q1 2020 | $174,000 | -13.0% | 1,046 | +0.5% | 0.05% | +2.2% |
| Q4 2019 | $200,000 | – | 1,041 | – | 0.05% | – |
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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% |