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 2023 | $1,720 | -99.9% | 7,211 | -23.1% | 0.13% | +70.5% |
| Q1 2021 | $2,232,000 | -30.3% | 9,375 | -34.5% | 0.08% | -43.1% |
| Q4 2020 | $3,201,000 | +12.9% | 14,309 | +3.0% | 0.14% | -3.5% |
| Q3 2020 | $2,834,000 | -29.5% | 13,890 | -33.4% | 0.14% | -35.7% |
| Q2 2020 | $4,018,000 | +127.9% | 20,857 | +96.5% | 0.22% | +70.0% |
| Q1 2020 | $1,763,000 | +35.7% | 10,612 | +56.6% | 0.13% | +31.3% |
| Q4 2019 | $1,299,000 | +12.5% | 6,775 | -1.7% | 0.10% | +4.2% |
| Q3 2019 | $1,155,000 | +113.5% | 6,890 | +119.8% | 0.10% | +58.3% |
| Q1 2019 | $541,000 | -46.2% | 3,135 | -49.9% | 0.06% | -57.7% |
| Q4 2018 | $1,005,000 | – | 6,256 | – | 0.14% | – |
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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% |