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 | $3,509,808 | -1.0% | 14,929 | +3.1% | 1.41% | +3.5% |
| Q2 2023 | $3,543,525 | +2.2% | 14,474 | -0.5% | 1.36% | -1.2% |
| Q1 2023 | $3,468,878 | -14.5% | 14,547 | -11.0% | 1.38% | -11.4% |
| Q4 2022 | $4,056,362 | +14.4% | 16,353 | +3.1% | 1.56% | +16.2% |
| Q3 2022 | $3,547,000 | +2.1% | 15,855 | +7.5% | 1.34% | +64.3% |
| Q2 2022 | $3,474,000 | -3.6% | 14,750 | +4.2% | 0.82% | +6.5% |
| Q1 2022 | $3,603,000 | -2.9% | 14,162 | +1.7% | 0.77% | +0.7% |
| Q4 2021 | $3,710,000 | +5.5% | 13,925 | -2.1% | 0.76% | +3.5% |
| Q3 2021 | $3,516,000 | -2.8% | 14,226 | -2.9% | 0.74% | +0.3% |
| Q2 2021 | $3,619,000 | +1.8% | 14,645 | -5.8% | 0.73% | -2.4% |
| Q1 2021 | $3,555,000 | +2.0% | 15,540 | -0.2% | 0.75% | +0.3% |
| Q4 2020 | $3,484,000 | +14.5% | 15,574 | +4.4% | 0.75% | +10.1% |
| Q3 2020 | $3,044,000 | +9.9% | 14,924 | +3.8% | 0.68% | +7.9% |
| Q2 2020 | $2,770,000 | +20.4% | 14,381 | +3.9% | 0.63% | +14.8% |
| Q1 2020 | $2,300,000 | -16.7% | 13,845 | -3.8% | 0.55% | -8.0% |
| Q4 2019 | $2,760,000 | +15.5% | 14,394 | +1.0% | 0.60% | +12.2% |
| Q3 2019 | $2,389,000 | -6.0% | 14,249 | -2.5% | 0.53% | +26.1% |
| Q2 2019 | $2,541,000 | +6.8% | 14,610 | +5.9% | 0.42% | +5.8% |
| Q1 2019 | $2,380,000 | +720.7% | 13,800 | +759.8% | 0.40% | +565.0% |
| Q3 2018 | $290,000 | – | 1,605 | – | 0.06% | – |
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% |