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 | $309,462 | -4.0% | 1,316 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $322,257 | +2.7% | 1,316 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $313,885 | -3.9% | 1,316 | 0.0% | 0.02% | -10.5% |
| Q4 2022 | $326,508 | +11.1% | 1,316 | 0.0% | 0.02% | -9.5% |
| Q3 2022 | $294,000 | -12.2% | 1,316 | -7.5% | 0.02% | -8.7% |
| Q2 2022 | $335,000 | -7.5% | 1,423 | 0.0% | 0.02% | +15.0% |
| Q1 2022 | $362,000 | -4.5% | 1,423 | 0.0% | 0.02% | -4.8% |
| Q4 2021 | $379,000 | -99.9% | 1,423 | 0.0% | 0.02% | -4.5% |
| Q3 2021 | $351,783,000 | +0.0% | 1,423 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $351,740,000 | +8.0% | 1,423 | 0.0% | 0.02% | +10.0% |
| Q1 2021 | $325,580,000 | +166864.1% | 1,423 | +63.0% | 0.02% | +66.7% |
| Q4 2020 | $195,000 | -99.9% | 873 | +30.3% | 0.01% | -33.3% |
| Q3 2020 | $136,778,000 | +6.0% | 670 | -40.5% | 0.02% | 0.0% |
| Q2 2020 | $128,992,000 | +16.5% | 1,126 | +68.8% | 0.02% | -10.0% |
| Q1 2020 | $110,764,000 | -13.2% | 667 | +0.3% | 0.02% | +17.6% |
| Q4 2019 | $127,592,000 | +153625.3% | 665 | +33.0% | 0.02% | +41.7% |
| Q3 2019 | $83,000 | -99.9% | 500 | -37.7% | 0.01% | -42.9% |
| Q2 2019 | $139,417,000 | – | 802 | – | 0.02% | – |
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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% |