VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 876 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $8,934 | +7.3% | 38 | +11.8% | 0.00% | – |
Q2 2023 | $8,324 | +2.7% | 34 | 0.0% | 0.00% | – |
Q1 2023 | $8,108 | -3.9% | 34 | 0.0% | 0.00% | – |
Q4 2022 | $8,434 | +68.7% | 34 | +54.5% | 0.00% | – |
Q3 2022 | $5,000 | 0.0% | 22 | 0.0% | 0.00% | – |
Q2 2022 | $5,000 | -16.7% | 22 | 0.0% | 0.00% | – |
Q1 2022 | $6,000 | 0.0% | 22 | 0.0% | 0.00% | – |
Q4 2021 | $6,000 | +20.0% | 22 | 0.0% | 0.00% | – |
Q3 2021 | $5,000 | 0.0% | 22 | 0.0% | 0.00% | – |
Q2 2021 | $5,000 | -54.5% | 22 | -56.0% | 0.00% | – |
Q1 2021 | $11,000 | -71.1% | 50 | -73.1% | 0.00% | -100.0% |
Q4 2020 | $38,000 | 0.0% | 186 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $38,000 | +5.6% | 186 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $36,000 | +16.1% | 186 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $31,000 | +520.0% | 186 | +588.9% | 0.00% | – |
Q4 2019 | $5,000 | 0.0% | 27 | -10.0% | 0.00% | – |
Q3 2018 | $5,000 | -76.2% | 30 | -77.8% | 0.00% | -100.0% |
Q4 2017 | $21,000 | -22.2% | 135 | -37.2% | 0.00% | -50.0% |
Q4 2016 | $27,000 | +170.0% | 215 | +179.2% | 0.00% | +100.0% |
Q3 2016 | $10,000 | -37.5% | 77 | -36.4% | 0.00% | -50.0% |
Q1 2015 | $16,000 | – | 121 | – | 0.00% | – |
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% |