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 | $79,934 | -4.0% | 340 | 0.0% | 0.02% | +4.3% |
| Q2 2023 | $83,239 | +2.7% | 340 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $81,077 | -3.9% | 340 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $84,337 | +11.0% | 340 | 0.0% | 0.02% | +15.0% |
| Q3 2022 | $76,000 | -5.0% | 340 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $80,000 | -7.0% | 340 | 0.0% | 0.02% | +5.3% |
| Q1 2022 | $86,000 | +115.0% | 340 | +126.7% | 0.02% | +111.1% |
| Q4 2021 | $40,000 | +8.1% | 150 | 0.0% | 0.01% | +12.5% |
| Q3 2021 | $37,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $37,000 | +8.8% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $34,000 | 0.0% | 150 | 0.0% | 0.01% | -11.1% |
| Q4 2020 | $34,000 | +9.7% | 150 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $31,000 | +6.9% | 150 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $29,000 | +16.0% | 150 | 0.0% | 0.01% | +12.5% |
| Q1 2020 | $25,000 | -13.8% | 150 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $29,000 | – | 150 | – | 0.01% | – |
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% |