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 | $605,313 | -1.7% | 2,276 | 0.0% | 0.05% | -5.5% |
| Q1 2024 | $615,599 | +8.0% | 2,276 | +0.1% | 0.06% | +1.9% |
| Q4 2023 | $569,767 | +7.0% | 2,273 | +0.3% | 0.05% | -5.3% |
| 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% | – |
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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% |