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 | $3,286,742 | -17.4% | 13,980 | -14.0% | 0.09% | -17.0% |
| Q2 2023 | $3,980,798 | -42.4% | 16,260 | -43.9% | 0.11% | -44.5% |
| Q1 2023 | $6,905,843 | +122.1% | 28,960 | +131.0% | 0.19% | +101.1% |
| Q4 2022 | $3,109,558 | +96.6% | 12,536 | +77.3% | 0.10% | +69.6% |
| Q3 2022 | $1,582,000 | +0.7% | 7,072 | +6.0% | 0.06% | +3.7% |
| Q2 2022 | $1,571,000 | -6.9% | 6,669 | +0.6% | 0.05% | +8.0% |
| Q1 2022 | $1,687,000 | -9.1% | 6,631 | -4.8% | 0.05% | -5.7% |
| Q4 2021 | $1,855,000 | +7.0% | 6,964 | -0.7% | 0.05% | -3.6% |
| Q3 2021 | $1,734,000 | -64.5% | 7,016 | -64.5% | 0.06% | -64.3% |
| Q2 2021 | $4,888,000 | -5.4% | 19,780 | -12.4% | 0.15% | -19.8% |
| Q1 2021 | $5,165,000 | +1.7% | 22,580 | -0.5% | 0.19% | -5.9% |
| Q4 2020 | $5,080,000 | +7.7% | 22,703 | -1.8% | 0.20% | -8.1% |
| Q3 2020 | $4,717,000 | +12.0% | 23,121 | +5.7% | 0.22% | -3.9% |
| Q2 2020 | $4,213,000 | +18.8% | 21,867 | +2.4% | 0.23% | -0.4% |
| Q1 2020 | $3,547,000 | -5.3% | 21,357 | +9.3% | 0.23% | +17.8% |
| Q4 2019 | $3,747,000 | +92.2% | 19,544 | +74.3% | 0.20% | +65.5% |
| Q3 2019 | $1,950,000 | 0.0% | 11,213 | 0.0% | 0.12% | -0.8% |
| Q2 2019 | $1,950,000 | +280.9% | 11,213 | +277.3% | 0.12% | +233.3% |
| Q1 2019 | $512,000 | +11.3% | 2,972 | +3.7% | 0.04% | -10.0% |
| Q4 2018 | $460,000 | -14.8% | 2,866 | -4.2% | 0.04% | +2.6% |
| Q3 2018 | $540,000 | +19.5% | 2,992 | +11.8% | 0.04% | +14.7% |
| Q2 2018 | $452,000 | -54.8% | 2,677 | -58.9% | 0.03% | -57.5% |
| Q1 2018 | $1,000,000 | +2.9% | 6,514 | +3.3% | 0.08% | -5.9% |
| Q4 2017 | $972,000 | -0.9% | 6,306 | -2.1% | 0.08% | -24.1% |
| Q3 2017 | $981,000 | +3.6% | 6,442 | +0.2% | 0.11% | -8.9% |
| Q2 2017 | $947,000 | +7.2% | 6,429 | +0.4% | 0.12% | -3.9% |
| Q1 2017 | $883,000 | +5.5% | 6,405 | +1.7% | 0.13% | -18.5% |
| Q3 2016 | $837,000 | +102.7% | 6,300 | +99.2% | 0.16% | +67.0% |
| Q2 2016 | $413,000 | +7.8% | 3,163 | +1.8% | 0.09% | -10.5% |
| Q1 2016 | $383,000 | -18.9% | 3,106 | -12.6% | 0.10% | -30.9% |
| Q4 2015 | $472,000 | +396.8% | 3,552 | +358.3% | 0.15% | +424.1% |
| Q3 2015 | $95,000 | -41.0% | 775 | -32.0% | 0.03% | -38.3% |
| Q2 2015 | $161,000 | +18.4% | 1,140 | +12.5% | 0.05% | +23.7% |
| Q1 2015 | $136,000 | +13.3% | 1,013 | +8.8% | 0.04% | 0.0% |
| Q4 2014 | $120,000 | -45.0% | 931 | -50.0% | 0.04% | -52.5% |
| Q3 2014 | $218,000 | +4.8% | 1,862 | 0.0% | 0.08% | -9.1% |
| Q2 2014 | $208,000 | +8.3% | 1,862 | -1.9% | 0.09% | -8.3% |
| Q4 2013 | $192,000 | – | 1,899 | – | 0.10% | – |
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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% |