VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 948 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $370,017 | -1.7% | 1,391 | 0.0% | 0.16% | -12.4% |
Q1 2024 | $376,405 | +8.2% | 1,391 | 0.0% | 0.18% | -5.3% |
Q4 2023 | $347,929 | -74.3% | 1,391 | -75.9% | 0.19% | -74.7% |
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 ↓ |
---|---|---|---|
Pariax, LLC | 18,636 | $4,443,941 | 13.52% |
PGIM Custom Harvest LLC | 931,201 | $222,054,294 | 9.21% |
AMI INVESTMENT MANAGEMENT INC | 79,910 | $19,055,338 | 8.89% |
Allied Investment Advisors, LLC | 117,886 | $28,111,096 | 8.71% |
EXECUTIVE WEALTH GROUP LLC | 50,777 | $12,108,312 | 8.57% |
BCM ADVISORS, LLC | 107,056 | $26,473,878 | 7.16% |
Morningstar Investment Management LLC | 199,110 | $47,480 | 7.06% |
Essex Private Wealth Management, LLC | 7,902 | $1,884,250 | 6.84% |
PARAGON FINANCIAL PARTNERS, INC. | 27,101 | $6,462,422 | 6.77% |
Wealth Management Solutions, LLC | 48,001 | $11,446,226 | 6.59% |