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 | $2,593,388 | -1.1% | 11,031 | +3.0% | 0.91% | +1.9% |
| Q2 2023 | $2,622,757 | +4.3% | 10,713 | +1.6% | 0.90% | -2.3% |
| Q1 2023 | $2,514,561 | -3.7% | 10,545 | +0.2% | 0.92% | -7.5% |
| Q4 2022 | $2,610,230 | +27.3% | 10,523 | +14.7% | 0.99% | +14.9% |
| Q3 2022 | $2,051,000 | -8.3% | 9,172 | -3.5% | 0.86% | -1.5% |
| Q2 2022 | $2,237,000 | -6.9% | 9,502 | +0.5% | 0.88% | +6.3% |
| Q1 2022 | $2,404,000 | -5.3% | 9,452 | -0.8% | 0.82% | -1.1% |
| Q4 2021 | $2,539,000 | +5.8% | 9,531 | -1.8% | 0.83% | -3.9% |
| Q3 2021 | $2,399,000 | -2.6% | 9,705 | -2.7% | 0.87% | -3.8% |
| Q2 2021 | $2,464,000 | -4.9% | 9,972 | -12.0% | 0.90% | -10.9% |
| Q1 2021 | $2,592,000 | +1.9% | 11,332 | -0.3% | 1.01% | -3.1% |
| Q4 2020 | $2,543,000 | +6.8% | 11,369 | -2.6% | 1.04% | -5.2% |
| Q3 2020 | $2,382,000 | +0.5% | 11,678 | -5.1% | 1.10% | -4.4% |
| Q2 2020 | $2,370,000 | +11.8% | 12,303 | -3.6% | 1.15% | -0.3% |
| Q1 2020 | $2,119,000 | -16.4% | 12,760 | -3.5% | 1.15% | +15.2% |
| Q4 2019 | $2,534,000 | +9.2% | 13,220 | -4.5% | 1.00% | -1.4% |
| Q3 2019 | $2,321,000 | -3.6% | 13,842 | 0.0% | 1.02% | -4.8% |
| Q2 2019 | $2,407,000 | +0.5% | 13,842 | -0.4% | 1.07% | -2.5% |
| Q1 2019 | $2,395,000 | +4.4% | 13,891 | -2.8% | 1.09% | -3.1% |
| Q4 2018 | $2,294,000 | -10.4% | 14,286 | +0.6% | 1.13% | +6.3% |
| Q3 2018 | $2,561,000 | +58.2% | 14,200 | +39.5% | 1.06% | +37.4% |
| Q2 2018 | $1,619,000 | +37.6% | 10,178 | +32.7% | 0.77% | +33.3% |
| Q1 2018 | $1,177,000 | -6.7% | 7,668 | -6.4% | 0.58% | -4.8% |
| Q4 2017 | $1,262,000 | -2.3% | 8,189 | -4.3% | 0.61% | -2.2% |
| Q3 2017 | $1,292,000 | -2.3% | 8,554 | -6.4% | 0.62% | -5.3% |
| Q2 2017 | $1,323,000 | +17.5% | 9,136 | +11.8% | 0.66% | +12.1% |
| Q1 2017 | $1,126,000 | +23.7% | 8,171 | +13.7% | 0.59% | +18.8% |
| Q4 2016 | $910,000 | +6.1% | 7,186 | +11.2% | 0.49% | +1.9% |
| Q3 2016 | $858,000 | – | 6,460 | – | 0.48% | – |
Download | ||||||
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% |