Morningstar Investment Services LLC - VANGUARD WORLD FDS ownership

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
Morningstar Investment Services LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,919
-4.7%
12,335
-2.3%
0.04%
-5.1%
Q2 2023$3,063
+1.7%
12,628
-1.3%
0.04%
-2.5%
Q1 2023$3,013
-6.0%
12,799
-1.1%
0.04%
-9.1%
Q4 2022$3,207
-99.9%
12,939
-0.9%
0.04%0.0%
Q3 2022$3,122,000
-4.4%
13,052
-5.7%
0.04%0.0%
Q2 2022$3,267,000
-23.5%
13,846
-16.6%
0.04%
-6.4%
Q1 2022$4,270,000
+9.0%
16,603
+13.0%
0.05%
+6.8%
Q4 2021$3,916,000
+30.4%
14,694
+22.1%
0.04%
+25.7%
Q3 2021$3,004,000
+4.6%
12,034
+3.7%
0.04%
+2.9%
Q2 2021$2,871,000
+23.8%
11,600
+13.4%
0.03%
+13.3%
Q1 2021$2,319,000
+4.4%
10,226
+3.0%
0.03%
-3.2%
Q4 2020$2,221,000
+8.7%
9,929
-2.4%
0.03%
-3.1%
Q3 2020$2,044,000
-0.4%
10,171
-6.2%
0.03%
-5.9%
Q2 2020$2,053,000
-22.6%
10,840
-31.9%
0.03%
-29.2%
Q1 2020$2,653,000
+26.2%
15,908
+45.0%
0.05%
+45.5%
Q4 2019$2,102,000
+5.5%
10,968
-7.8%
0.03%
-2.9%
Q3 2019$1,993,000
-71.2%
11,898
-70.1%
0.03%
-70.2%
Q2 2019$6,915,000
+9.8%
39,756
+8.9%
0.11%
+5.6%
Q1 2019$6,295,000
+23.1%
36,495
+14.7%
0.11%
+8.0%
Q4 2018$5,112,000
+16.6%
31,830
+31.0%
0.10%
+26.6%
Q3 2018$4,383,000
+34.3%
24,294
+18.5%
0.08%
+29.5%
Q2 2018$3,263,000
-2.1%
20,503
-18.2%
0.06%
-53.8%
Q4 2015$3,332,000
+19.6%
25,079
+10.4%
0.13%
+11.9%
Q3 2015$2,785,000
+3.5%
22,726
+18.2%
0.12%
+2.6%
Q2 2015$2,691,000
+20.3%
19,229
+16.5%
0.12%
+18.6%
Q1 2015$2,237,000
-38.4%
16,509
-42.9%
0.10%
-43.3%
Q4 2014$3,634,000
+17.5%
28,934
+9.4%
0.17%
+7.5%
Q3 2014$3,094,000
+15.2%
26,447
+9.9%
0.16%
+1.9%
Q2 2014$2,686,000
+20.6%
24,065
+15.5%
0.16%
+2.6%
Q1 2014$2,227,000
+26.3%
20,833
+19.5%
0.15%
+14.3%
Q4 2013$1,763,000
+31.5%
17,440
+22.5%
0.13%
+13.7%
Q3 2013$1,341,000
+38.7%
14,240
+27.3%
0.12%
+15.8%
Q2 2013$967,00011,1890.10%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 239,817$59,48715.52%
PGIM Custom Harvest LLC 931,839$231,142,63410.45%
CORA CAPITAL ADVISORS LLC 57,074$14,157,1449.74%
Allied Investment Advisors, LLC 114,771$28,468,9478.90%
BCM ADVISORS, LLC 111,216$27,196,7617.52%
PARAGON FINANCIAL PARTNERS, INC. 27,292$6,769,8657.49%
Essex Private Wealth Management, LLC 7,976$1,978,5017.42%
ARMSTRONG ADVISORY GROUP, INC 225,914$56,037,9257.38%
Pariax, LLC 21,255$5,272,3036.54%
ASSET PLANNING CORPORATION 30,860$7,654,7656.37%
View complete list of VANGUARD WORLD FDS shareholders