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 | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $257,000 | -11.1% | 1,600 | 0.0% | 0.03% | 0.0% |
| Q3 2018 | $289,000 | +13.3% | 1,600 | 0.0% | 0.03% | +7.7% |
| Q2 2018 | $255,000 | +3.7% | 1,600 | 0.0% | 0.03% | +4.0% |
| Q1 2018 | $246,000 | -0.4% | 1,600 | 0.0% | 0.02% | -3.8% |
| Q4 2017 | $247,000 | -49.4% | 1,600 | -50.0% | 0.03% | -38.1% |
| Q3 2017 | $488,000 | +106.8% | 3,200 | +100.0% | 0.04% | 0.0% |
| Q2 2017 | $236,000 | +6.8% | 1,600 | 0.0% | 0.04% | 0.0% |
| Q1 2017 | $221,000 | +8.9% | 1,600 | 0.0% | 0.04% | +7.7% |
| Q4 2016 | $203,000 | -4.7% | 1,600 | 0.0% | 0.04% | -17.0% |
| Q3 2016 | $213,000 | +1.9% | 1,600 | 0.0% | 0.05% | +4.4% |
| Q2 2016 | $209,000 | -1.9% | 1,600 | 0.0% | 0.04% | +12.5% |
| Q4 2015 | $213,000 | -4.9% | 1,600 | 0.0% | 0.04% | +14.3% |
| Q2 2015 | $224,000 | – | 1,600 | – | 0.04% | – |
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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% |