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 | $1,637,560 | -12.8% | 6,965 | -9.2% | 0.06% | -14.1% |
| Q2 2023 | $1,878,081 | +5.5% | 7,671 | +2.8% | 0.07% | -5.3% |
| Q1 2023 | $1,779,724 | +6.4% | 7,463 | +10.7% | 0.08% | -6.2% |
| Q4 2022 | $1,672,210 | +48.1% | 6,741 | +33.6% | 0.08% | +33.3% |
| Q3 2022 | $1,129,000 | -4.6% | 5,045 | +0.4% | 0.06% | -3.2% |
| Q2 2022 | $1,183,000 | +12.6% | 5,025 | +21.6% | 0.06% | +26.5% |
| Q1 2022 | $1,051,000 | -16.5% | 4,132 | -12.6% | 0.05% | -14.0% |
| Q4 2021 | $1,259,000 | +39.3% | 4,727 | +29.3% | 0.06% | +23.9% |
| Q3 2021 | $904,000 | +3.4% | 3,656 | +3.4% | 0.05% | 0.0% |
| Q2 2021 | $874,000 | +29.7% | 3,535 | +20.0% | 0.05% | +17.9% |
| Q1 2021 | $674,000 | +51.8% | 2,946 | +48.5% | 0.04% | +39.3% |
| Q4 2020 | $444,000 | – | 1,984 | – | 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% |