VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 948 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,387,614 | -35.6% | 5,217 | -34.5% | 0.04% | -35.1% |
| Q1 2024 | $2,153,771 | +63.3% | 7,962 | +51.3% | 0.06% | +32.6% |
| Q4 2023 | $1,319,095 | -19.4% | 5,262 | -24.5% | 0.04% | -29.5% |
| 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% | – |
Download | ||||||
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% |