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 | $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% | – |
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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% |