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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $1,280,000 | +45.3% | 5,180 | +13.2% | 0.00% | 0.0% |
| Q2 2020 | $881,000 | -27.5% | 4,574 | -37.5% | 0.00% | -50.0% |
| Q1 2020 | $1,216,000 | -30.1% | 7,323 | -26.8% | 0.00% | 0.0% |
| Q2 2019 | $1,739,000 | +152.8% | 10,000 | +129.9% | 0.00% | +100.0% |
| Q4 2018 | $688,000 | -73.7% | 4,350 | -70.0% | 0.00% | -50.0% |
| Q3 2018 | $2,620,000 | +44.4% | 14,521 | +27.4% | 0.00% | 0.0% |
| Q2 2018 | $1,814,000 | +3.7% | 11,400 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $1,750,000 | -0.4% | 11,400 | 0.0% | 0.00% | +100.0% |
| Q4 2017 | $1,757,000 | +1.2% | 11,400 | 0.0% | 0.00% | -50.0% |
| Q3 2017 | $1,736,000 | -23.6% | 11,400 | -26.0% | 0.00% | 0.0% |
| Q2 2017 | $2,272,000 | +78.8% | 15,400 | +67.4% | 0.00% | +100.0% |
| Q1 2017 | $1,271,000 | – | 9,200 | – | 0.00% | – |
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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% |