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 | $2,609,744 | +11.4% | 11,101 | +16.0% | 0.06% | +11.8% |
| Q2 2023 | $2,342,542 | +15.2% | 9,568 | +12.2% | 0.05% | +4.1% |
| Q1 2023 | $2,034,289 | -10.1% | 8,531 | -6.5% | 0.05% | -12.5% |
| Q4 2022 | $2,262,155 | -38.9% | 9,120 | -44.9% | 0.06% | -78.5% |
| Q3 2022 | $3,704,000 | -8.5% | 16,560 | -3.7% | 0.26% | -4.4% |
| Q2 2022 | $4,050,000 | +4.8% | 17,197 | +13.2% | 0.27% | +9.2% |
| Q1 2022 | $3,865,000 | +20.9% | 15,194 | +26.6% | 0.25% | +16.3% |
| Q4 2021 | $3,197,000 | +8.7% | 11,999 | +0.9% | 0.22% | -1.8% |
| Q3 2021 | $2,940,000 | +1.7% | 11,897 | +1.6% | 0.22% | +1.4% |
| Q2 2021 | $2,892,000 | +11.5% | 11,704 | +3.2% | 0.22% | +3.3% |
| Q1 2021 | $2,594,000 | -53.6% | 11,340 | -54.6% | 0.21% | -57.9% |
| Q4 2020 | $5,588,000 | +141.4% | 24,975 | +120.1% | 0.50% | +103.3% |
| Q3 2020 | $2,315,000 | +7.9% | 11,349 | +1.9% | 0.24% | -6.9% |
| Q2 2020 | $2,145,000 | +17.5% | 11,136 | +1.3% | 0.26% | +1.2% |
| Q1 2020 | $1,826,000 | -36.7% | 10,992 | -26.9% | 0.26% | -9.4% |
| Q4 2019 | $2,885,000 | +13.6% | 15,045 | -0.7% | 0.29% | +6.7% |
| Q3 2019 | $2,540,000 | -4.0% | 15,147 | -0.5% | 0.27% | -5.6% |
| Q2 2019 | $2,647,000 | -0.4% | 15,217 | -1.3% | 0.28% | -6.6% |
| Q1 2019 | $2,658,000 | +11.4% | 15,411 | +3.8% | 0.30% | -3.2% |
| Q4 2018 | $2,385,000 | +510.0% | 14,853 | +586.1% | 0.31% | +613.6% |
| Q3 2018 | $391,000 | +5.4% | 2,165 | -7.0% | 0.04% | +7.3% |
| Q2 2018 | $371,000 | +55.2% | 2,328 | +49.5% | 0.04% | +32.3% |
| Q1 2018 | $239,000 | -4.4% | 1,557 | -3.9% | 0.03% | +10.7% |
| Q4 2017 | $250,000 | -33.0% | 1,620 | -33.8% | 0.03% | -33.3% |
| Q3 2017 | $373,000 | +3.6% | 2,448 | +0.2% | 0.04% | -4.5% |
| Q2 2017 | $360,000 | +6.5% | 2,443 | -0.5% | 0.04% | 0.0% |
| Q1 2017 | $338,000 | +34.7% | 2,456 | +23.9% | 0.04% | -80.7% |
| Q4 2016 | $251,000 | – | 1,983 | – | 0.23% | – |
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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% |