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 | $1,187,113 | +13.0% | 5,049 | +17.7% | 0.01% | +28.6% |
| Q2 2023 | $1,050,113 | +1.5% | 4,289 | -1.1% | 0.01% | -30.0% |
| Q1 2023 | $1,034,278 | +6.3% | 4,337 | +10.6% | 0.01% | -16.7% |
| Q4 2022 | $972,987 | +48.3% | 3,922 | +33.8% | 0.01% | +50.0% |
| Q3 2022 | $656,000 | +82.7% | 2,932 | +92.3% | 0.01% | +60.0% |
| Q2 2022 | $359,000 | -42.5% | 1,525 | -37.9% | 0.01% | -28.6% |
| Q1 2022 | $624,000 | +118.9% | 2,454 | +129.3% | 0.01% | +133.3% |
| Q4 2021 | $285,000 | -5.6% | 1,070 | -12.4% | 0.00% | -25.0% |
| Q3 2021 | $302,000 | +11.0% | 1,222 | +11.1% | 0.00% | 0.0% |
| Q2 2021 | $272,000 | -25.3% | 1,100 | -30.9% | 0.00% | -33.3% |
| Q1 2021 | $364,000 | +2.2% | 1,592 | -0.1% | 0.01% | -14.3% |
| Q4 2020 | $356,000 | +13.0% | 1,594 | +3.4% | 0.01% | -12.5% |
| Q3 2020 | $315,000 | -96.4% | 1,542 | -97.0% | 0.01% | -98.6% |
| Q1 2019 | $8,846,000 | +718.3% | 51,287 | +530.7% | 0.58% | +73.7% |
| Q3 2016 | $1,081,000 | +17.8% | 8,132 | +15.6% | 0.33% | +17.0% |
| Q2 2016 | $918,000 | – | 7,032 | – | 0.28% | – |
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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% |