VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 876 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $464,323 | +54.7% | 1,975 | +61.2% | 0.21% | +66.1% |
| Q2 2023 | $300,088 | +2.7% | 1,225 | 0.0% | 0.13% | -4.5% |
| Q1 2023 | $292,114 | +95990.1% | 1,225 | 0.0% | 0.13% | -4.3% |
| Q4 2022 | $304 | -99.9% | 1,225 | 0.0% | 0.14% | +12.1% |
| Q3 2022 | $274,000 | -4.9% | 1,225 | 0.0% | 0.12% | +13.8% |
| Q2 2022 | $288,000 | -7.7% | 1,225 | 0.0% | 0.11% | +14.7% |
| Q1 2022 | $312,000 | -4.3% | 1,225 | 0.0% | 0.10% | +5.6% |
| Q4 2021 | $326,000 | +7.6% | 1,225 | 0.0% | 0.09% | -6.2% |
| Q3 2021 | $303,000 | 0.0% | 1,225 | 0.0% | 0.10% | +6.7% |
| Q2 2021 | $303,000 | +8.2% | 1,225 | 0.0% | 0.09% | +3.4% |
| Q1 2021 | $280,000 | +2.2% | 1,225 | 0.0% | 0.09% | +1.2% |
| Q4 2020 | $274,000 | +9.6% | 1,225 | 0.0% | 0.09% | +8.9% |
| Q3 2020 | $250,000 | +5.9% | 1,225 | 0.0% | 0.08% | +1.3% |
| Q2 2020 | $236,000 | +16.3% | 1,225 | 0.0% | 0.08% | -37.1% |
| Q1 2020 | $203,000 | -13.6% | 1,225 | 0.0% | 0.12% | +69.9% |
| Q4 2019 | $235,000 | +14.6% | 1,225 | 0.0% | 0.07% | +7.4% |
| Q3 2019 | $205,000 | -3.8% | 1,225 | 0.0% | 0.07% | -4.2% |
| Q2 2019 | $213,000 | +0.9% | 1,225 | 0.0% | 0.07% | +2.9% |
| Q1 2019 | $211,000 | -4.5% | 1,225 | 0.0% | 0.07% | +3.0% |
| Q3 2018 | $221,000 | +3.8% | 1,225 | -29.0% | 0.07% | +26.4% |
| Q1 2016 | $213,000 | – | 1,725 | – | 0.05% | – |
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% |