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 | $8,448,112 | +17.6% | 35,934 | +22.5% | 0.27% | +38.3% |
| Q2 2023 | $7,181,665 | -13.9% | 29,334 | -16.1% | 0.20% | -10.5% |
| Q1 2023 | $8,339,765 | +1371.2% | 34,973 | +1430.5% | 0.22% | +184.4% |
| Q4 2022 | $566,886 | +2.7% | 2,285 | -7.3% | 0.08% | -3.8% |
| Q3 2022 | $552,000 | -0.9% | 2,465 | +4.2% | 0.08% | +11.1% |
| Q2 2022 | $557,000 | -3.3% | 2,365 | +4.4% | 0.07% | +1.4% |
| Q1 2022 | $576,000 | -45.1% | 2,265 | -42.5% | 0.07% | -39.3% |
| Q4 2021 | $1,050,000 | +116.0% | 3,938 | +100.2% | 0.12% | +56.0% |
| Q3 2021 | $486,000 | -54.0% | 1,967 | -58.3% | 0.08% | +368.8% |
| Q4 2020 | $1,056,000 | +84.3% | 4,722 | +68.0% | 0.02% | +45.5% |
| Q3 2020 | $573,000 | -83.1% | 2,810 | -84.0% | 0.01% | -83.6% |
| Q2 2020 | $3,390,000 | +1373.9% | 17,597 | +1173.3% | 0.07% | +857.1% |
| Q1 2020 | $230,000 | -41.6% | 1,382 | -32.7% | 0.01% | -41.7% |
| Q4 2019 | $394,000 | -71.9% | 2,054 | -74.7% | 0.01% | -85.7% |
| Q1 2019 | $1,402,000 | +30.4% | 8,130 | +21.5% | 0.08% | -39.6% |
| Q4 2018 | $1,075,000 | +432.2% | 6,693 | +410.1% | 0.14% | +595.0% |
| Q4 2017 | $202,000 | -56.7% | 1,312 | -61.8% | 0.02% | -96.4% |
| Q1 2015 | $466,000 | +121.9% | 3,438 | +105.7% | 0.55% | +121.7% |
| Q4 2014 | $210,000 | – | 1,671 | – | 0.25% | – |
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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% |