VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 22 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $532,672 | -4.7% | 2,266 | -0.7% | 0.06% | -19.7% |
| Q2 2023 | $558,762 | -1.3% | 2,282 | -3.8% | 0.07% | +16.4% |
| Q1 2023 | $565,851 | -3.7% | 2,373 | +0.1% | 0.06% | -9.0% |
| Q4 2022 | $587,794 | +4.0% | 2,370 | -6.2% | 0.07% | +6.3% |
| Q3 2022 | $565,000 | -5.0% | 2,527 | 0.0% | 0.06% | 0.0% |
| Q2 2022 | $595,000 | -8.2% | 2,527 | -0.8% | 0.06% | +3.3% |
| Q1 2022 | $648,000 | -4.4% | 2,547 | +0.1% | 0.06% | -1.6% |
| Q4 2021 | $678,000 | +12.6% | 2,544 | +4.4% | 0.06% | +10.7% |
| Q3 2021 | $602,000 | 0.0% | 2,436 | 0.0% | 0.06% | 0.0% |
| Q2 2021 | $602,000 | +22.6% | 2,436 | +13.4% | 0.06% | +9.8% |
| Q1 2021 | $491,000 | +2.3% | 2,148 | +0.1% | 0.05% | -7.3% |
| Q4 2020 | $480,000 | +9.8% | 2,146 | +0.1% | 0.06% | -8.3% |
| Q3 2020 | $437,000 | +6.1% | 2,143 | +0.1% | 0.06% | -1.6% |
| Q2 2020 | $412,000 | +16.1% | 2,140 | +0.1% | 0.06% | -1.6% |
| Q1 2020 | $355,000 | +1.7% | 2,137 | +17.3% | 0.06% | +5.1% |
| Q4 2019 | $349,000 | +14.4% | 1,822 | +0.2% | 0.06% | +7.3% |
| Q3 2019 | $305,000 | -3.5% | 1,819 | 0.0% | 0.06% | -6.8% |
| Q2 2019 | $316,000 | +0.6% | 1,819 | 0.0% | 0.06% | -3.3% |
| Q1 2019 | $314,000 | -1.9% | 1,819 | -8.8% | 0.06% | -16.4% |
| Q4 2018 | $320,000 | -2.4% | 1,994 | +9.6% | 0.07% | -2.7% |
| Q3 2018 | $328,000 | +13.5% | 1,819 | 0.0% | 0.08% | -3.8% |
| Q2 2018 | $289,000 | +2.5% | 1,819 | -0.9% | 0.08% | -3.7% |
| Q1 2018 | $282,000 | -13.2% | 1,836 | -13.0% | 0.08% | -4.7% |
| Q4 2017 | $325,000 | +1.2% | 2,110 | 0.0% | 0.08% | -5.6% |
| Q3 2017 | $321,000 | +3.2% | 2,110 | 0.0% | 0.09% | -3.2% |
| Q2 2017 | $311,000 | – | 2,110 | – | 0.09% | – |
Download | ||||||
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% |