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 | $32,252,051 | -2.0% | 121,246 | -0.4% | 0.08% | -2.3% |
| Q1 2024 | $32,922,148 | +13.1% | 121,701 | +4.8% | 0.09% | -9.4% |
| Q4 2023 | $29,109,139 | +3054.1% | 116,112 | +2864.3% | 0.10% | +2300.0% |
| Q3 2023 | $922,898 | -96.8% | 3,917 | -96.6% | 0.00% | -96.4% |
| Q2 2023 | $28,550,590 | -74.9% | 116,613 | +19.8% | 0.11% | -58.6% |
| Q1 2023 | $113,669,962 | +498.0% | 97,341 | +27.0% | 0.27% | +119.7% |
| Q4 2022 | $19,008,516 | -16.3% | 76,629 | -24.5% | 0.12% | -55.3% |
| Q3 2022 | $22,698,000 | -3.0% | 101,464 | +1.7% | 0.27% | +5.4% |
| Q2 2022 | $23,408,000 | -5.5% | 99,761 | +2.5% | 0.26% | -32.7% |
| Q1 2022 | $24,759,000 | +4132.3% | 97,330 | +4866400.0% | 0.38% | +4177.8% |
| Q4 2021 | $585,000 | – | 2 | – | 0.01% | – |
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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% |