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 | $6,450,130 | -3.5% | 27,436 | +0.4% | 0.16% | -81.8% |
Q2 2023 | $6,687,425 | +6.5% | 27,316 | +3.7% | 0.88% | -2.5% |
Q1 2023 | $6,282,211 | -1.8% | 26,345 | +2.2% | 0.91% | -8.1% |
Q4 2022 | $6,395,003 | +14.1% | 25,781 | +2.9% | 0.99% | +6.9% |
Q3 2022 | $5,606,000 | -0.1% | 25,059 | +5.2% | 0.92% | +3.6% |
Q2 2022 | $5,609,000 | -46.7% | 23,819 | -41.3% | 0.89% | -35.5% |
Q1 2022 | $10,529,000 | +128.1% | 40,570 | +134.1% | 1.38% | +129.2% |
Q4 2021 | $4,616,000 | -1.3% | 17,327 | -8.4% | 0.60% | -10.5% |
Q3 2021 | $4,676,000 | +0.0% | 18,917 | 0.0% | 0.67% | +0.4% |
Q2 2021 | $4,675,000 | +10.9% | 18,917 | +2.6% | 0.67% | -0.3% |
Q1 2021 | $4,216,000 | +5.7% | 18,430 | +3.4% | 0.67% | +17.7% |
Q4 2020 | $3,990,000 | +11.6% | 17,832 | +1.7% | 0.57% | -3.2% |
Q3 2020 | $3,576,000 | +6.2% | 17,530 | +0.3% | 0.59% | +0.2% |
Q2 2020 | $3,368,000 | +17.4% | 17,484 | +1.2% | 0.59% | +5.4% |
Q1 2020 | $2,870,000 | +14.4% | 17,282 | +32.1% | 0.56% | +29.0% |
Q4 2019 | $2,509,000 | +15.2% | 13,083 | +0.7% | 0.43% | -6.5% |
Q3 2019 | $2,178,000 | -3.5% | 12,988 | +0.0% | 0.46% | -5.1% |
Q2 2019 | $2,258,000 | +1.5% | 12,984 | +0.7% | 0.49% | -2.0% |
Q1 2019 | $2,225,000 | +9.3% | 12,897 | +1.8% | 0.50% | -34.6% |
Q4 2018 | $2,036,000 | -11.0% | 12,674 | 0.0% | 0.76% | +5.8% |
Q3 2018 | $2,287,000 | +14.2% | 12,674 | +0.7% | 0.72% | +5.9% |
Q2 2018 | $2,003,000 | +3.7% | 12,585 | 0.0% | 0.68% | -2.3% |
Q1 2018 | $1,932,000 | +1.0% | 12,585 | +1.4% | 0.70% | -3.9% |
Q4 2017 | $1,913,000 | +1.9% | 12,414 | +0.7% | 0.72% | -6.0% |
Q3 2017 | $1,877,000 | +3.6% | 12,327 | +0.3% | 0.77% | -3.9% |
Q2 2017 | $1,811,000 | +7.0% | 12,286 | 0.0% | 0.80% | -1.2% |
Q1 2017 | $1,693,000 | +9.1% | 12,286 | +0.3% | 0.81% | -1.9% |
Q4 2016 | $1,552,000 | – | 12,247 | – | 0.83% | – |
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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% |