VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 22 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,355,323 | -2.2% | 5,765 | +1.8% | 0.74% | +19.6% |
| Q2 2023 | $1,385,949 | -35.4% | 5,661 | -37.1% | 0.62% | -33.7% |
| Q1 2023 | $2,145,434 | -1.7% | 8,997 | +2.3% | 0.93% | -5.7% |
| Q4 2022 | $2,181,563 | +18.7% | 8,794 | +7.1% | 0.99% | +18.0% |
| Q3 2022 | $1,838,000 | -3.0% | 8,213 | +2.1% | 0.84% | +10.0% |
| Q2 2022 | $1,894,000 | -12.7% | 8,043 | -5.7% | 0.76% | -2.4% |
| Q1 2022 | $2,169,000 | +5.8% | 8,526 | +10.8% | 0.78% | +40.5% |
| Q4 2021 | $2,050,000 | +9.7% | 7,695 | +1.8% | 0.56% | +10.8% |
| Q3 2021 | $1,868,000 | -2.9% | 7,558 | -2.9% | 0.50% | +14.1% |
| Q2 2021 | $1,924,000 | +8.0% | 7,786 | 0.0% | 0.44% | -33.2% |
| Q1 2021 | $1,781,000 | -61.0% | 7,786 | -61.9% | 0.66% | -44.4% |
| Q4 2020 | $4,571,000 | +11.8% | 20,436 | +2.0% | 1.18% | -15.3% |
| Q3 2020 | $4,090,000 | +12.7% | 20,044 | +6.4% | 1.40% | -0.9% |
| Q2 2020 | $3,630,000 | +55.5% | 18,844 | +33.9% | 1.41% | +25.0% |
| Q1 2020 | $2,335,000 | – | 14,069 | – | 1.13% | – |
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% |