VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 893 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $250,376 | -3.6% | 1,065 | +0.4% | 0.07% | +1.4% |
| Q2 2023 | $259,781 | +2.7% | 1,061 | 0.0% | 0.07% | -1.4% |
| Q1 2023 | $253,032 | -3.6% | 1,061 | +0.3% | 0.07% | -9.1% |
| Q4 2022 | $262,362 | +11.6% | 1,058 | +0.8% | 0.08% | +2.7% |
| Q3 2022 | $235,000 | 0.0% | 1,050 | +5.1% | 0.08% | +8.7% |
| Q2 2022 | $235,000 | -8.2% | 999 | -0.6% | 0.07% | +3.0% |
| Q1 2022 | $256,000 | -4.1% | 1,005 | +0.2% | 0.07% | -2.9% |
| Q4 2021 | $267,000 | +5.5% | 1,003 | +0.3% | 0.07% | +3.0% |
| Q3 2021 | $253,000 | +2.8% | 1,000 | +0.3% | 0.07% | 0.0% |
| Q2 2021 | $246,000 | +8.4% | 997 | +0.3% | 0.07% | +1.5% |
| Q1 2021 | $227,000 | -35.3% | 994 | -34.3% | 0.07% | -37.1% |
| Q4 2020 | $351,000 | – | 1,512 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Morningstar Investment Management LLC | 340,321 | $80,009 | 11.96% |
| Pariax, LLC | 14,707 | $3,457,616 | 10.79% |
| Allied Investment Advisors, LLC | 124,596 | $29,292,520 | 8.76% |
| PGIM Custom Harvest LLC | 934,559 | $219,714,921 | 8.11% |
| Wealth Management Solutions, LLC | 47,169 | $11,089,475 | 7.60% |
| PARAGON FINANCIAL PARTNERS, INC. | 27,447 | $6,452,689 | 6.70% |
| Main Management ETF Advisors, LLC | 397,065 | $93,350 | 6.63% |
| Essex Private Wealth Management, LLC | 7,939 | $1,866,489 | 6.38% |
| ASSET PLANNING CORPORATION | 33,870 | $7,963,414 | 6.13% |
| Beacon Capital Management, Inc. | 665,273 | $156,405,682 | 5.80% |