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 | $3,446,241 | -10.9% | 14,659 | -7.2% | 0.06% | -9.1% |
| Q2 2023 | $3,868,043 | -8.3% | 15,800 | -10.7% | 0.07% | -29.8% |
| Q1 2023 | $4,219,344 | -9.1% | 17,694 | -5.4% | 0.09% | -17.5% |
| Q4 2022 | $4,640,919 | -1.9% | 18,710 | -11.5% | 0.11% | -23.5% |
| Q3 2022 | $4,731,000 | -18.6% | 21,150 | -14.4% | 0.15% | -9.1% |
| Q2 2022 | $5,815,000 | -15.8% | 24,694 | -9.1% | 0.16% | -5.2% |
| Q1 2022 | $6,907,000 | -2.9% | 27,152 | +1.7% | 0.17% | -10.8% |
| Q4 2021 | $7,115,000 | +638.1% | 26,705 | +584.7% | 0.19% | +98.0% |
| Q3 2021 | $964,000 | -84.1% | 3,900 | -84.1% | 0.10% | -55.7% |
| Q2 2021 | $6,069,000 | +17.9% | 24,556 | +9.1% | 0.22% | +2.3% |
| Q1 2021 | $5,148,000 | +15.9% | 22,504 | +13.4% | 0.22% | +6.4% |
| Q4 2020 | $4,441,000 | +41.3% | 19,851 | +28.9% | 0.20% | +22.3% |
| Q3 2020 | $3,142,000 | +78.9% | 15,403 | +69.0% | 0.17% | +59.6% |
| Q2 2020 | $1,756,000 | +69.0% | 9,116 | +45.7% | 0.10% | +35.1% |
| Q1 2020 | $1,039,000 | -11.9% | 6,255 | +1.7% | 0.08% | +2.7% |
| Q4 2019 | $1,180,000 | -1.4% | 6,153 | -13.8% | 0.08% | -13.8% |
| Q3 2019 | $1,197,000 | -12.5% | 7,139 | -9.2% | 0.09% | -14.7% |
| Q2 2019 | $1,368,000 | +24.6% | 7,865 | +23.6% | 0.10% | +13.3% |
| Q1 2019 | $1,098,000 | +101.8% | 6,364 | +87.9% | 0.09% | +42.9% |
| Q4 2018 | $544,000 | – | 3,387 | – | 0.06% | – |
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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% |