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 | $245,735 | -23.2% | 1,045 | -20.0% | 0.03% | -23.3% |
| Q2 2023 | $319,842 | -9.3% | 1,306 | -11.6% | 0.04% | -17.3% |
| Q1 2023 | $352,549 | -3.6% | 1,478 | +0.2% | 0.05% | -10.3% |
| Q4 2022 | $365,897 | +82.0% | 1,475 | +72.9% | 0.06% | +87.1% |
| Q2 2022 | $201,000 | -6.9% | 853 | 0.0% | 0.03% | +14.8% |
| Q1 2022 | $216,000 | -0.5% | 853 | +4.8% | 0.03% | +3.8% |
| Q4 2021 | $217,000 | +8.0% | 814 | 0.0% | 0.03% | -7.1% |
| Q3 2021 | $201,000 | +11.0% | 814 | +10.9% | 0.03% | +12.0% |
| Q2 2021 | $181,000 | +34.1% | 734 | +24.6% | 0.02% | +19.0% |
| Q1 2021 | $135,000 | +2600.0% | 589 | +2354.2% | 0.02% | +2000.0% |
| Q4 2020 | $5,000 | -96.5% | 24 | -96.8% | 0.00% | -97.0% |
| Q4 2019 | $142,000 | +13.6% | 743 | 0.0% | 0.03% | +6.5% |
| Q3 2019 | $125,000 | – | 743 | – | 0.03% | – |
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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% |