VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 910 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $379,810 | +7.9% | 1,404 | 0.0% | 0.04% | +5.1% |
| Q4 2023 | $351,982 | +6.6% | 1,404 | 0.0% | 0.04% | -4.9% |
| Q3 2023 | $330,080 | -4.0% | 1,404 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $343,727 | +2.7% | 1,404 | 0.0% | 0.04% | -4.7% |
| Q1 2023 | $334,797 | -3.9% | 1,404 | 0.0% | 0.04% | -4.4% |
| Q4 2022 | $348,262 | +10.9% | 1,404 | 0.0% | 0.04% | +2.3% |
| Q3 2022 | $314,000 | -4.8% | 1,404 | 0.0% | 0.04% | -12.0% |
| Q2 2022 | $330,000 | -25.2% | 1,404 | -15.3% | 0.05% | -26.5% |
| Q1 2022 | $441,000 | 0.0% | 1,658 | 0.0% | 0.07% | 0.0% |
| Q4 2021 | $441,000 | +8.4% | 1,658 | +0.7% | 0.07% | -1.4% |
| Q3 2021 | $407,000 | -6.7% | 1,647 | -6.8% | 0.07% | -8.0% |
| Q2 2021 | $436,000 | +25.3% | 1,767 | +15.9% | 0.08% | +15.4% |
| Q1 2021 | $348,000 | +2.4% | 1,524 | 0.0% | 0.06% | -11.0% |
| Q4 2020 | $340,000 | +9.7% | 1,524 | 0.0% | 0.07% | -5.2% |
| Q3 2020 | $310,000 | – | 1,524 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pariax, LLC | 18,636 | $4,443,941 | 13.52% |
| PGIM Custom Harvest LLC | 931,201 | $222,054,294 | 9.21% |
| AMI INVESTMENT MANAGEMENT INC | 79,910 | $19,055,338 | 8.89% |
| Allied Investment Advisors, LLC | 117,886 | $28,111,096 | 8.71% |
| EXECUTIVE WEALTH GROUP LLC | 50,777 | $12,108,312 | 8.57% |
| BCM ADVISORS, LLC | 107,056 | $26,473,878 | 7.16% |
| Morningstar Investment Management LLC | 199,110 | $47,480 | 7.06% |
| Essex Private Wealth Management, LLC | 7,902 | $1,884,250 | 6.84% |
| PARAGON FINANCIAL PARTNERS, INC. | 27,101 | $6,462,422 | 6.77% |
| Wealth Management Solutions, LLC | 48,001 | $11,446,226 | 6.59% |