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 | $873,116 | -4.0% | 3,700 | 0.0% | 0.44% | +1.4% |
| Q2 2023 | $909,080 | +3.0% | 3,700 | 0.0% | 0.43% | +4.8% |
| Q1 2023 | $882,302 | -3.9% | 3,700 | 0.0% | 0.41% | -6.3% |
| Q4 2022 | $917,785 | +10.4% | 3,700 | 0.0% | 0.44% | +5.2% |
| Q3 2022 | $831,000 | -15.5% | 3,700 | -11.5% | 0.42% | -9.5% |
| Q2 2022 | $984,000 | -7.4% | 4,180 | 0.0% | 0.46% | +12.1% |
| Q1 2022 | $1,063,000 | -4.6% | 4,180 | 0.0% | 0.41% | -5.0% |
| Q4 2021 | $1,114,000 | +7.4% | 4,180 | 0.0% | 0.44% | -6.4% |
| Q3 2021 | $1,037,000 | +0.4% | 4,180 | 0.0% | 0.47% | 0.0% |
| Q2 2021 | $1,033,000 | +8.1% | 4,180 | 0.0% | 0.47% | -5.1% |
| Q1 2021 | $956,000 | +2.2% | 4,180 | 0.0% | 0.49% | -7.0% |
| Q4 2020 | $935,000 | +9.6% | 4,180 | 0.0% | 0.53% | -2.8% |
| Q3 2020 | $853,000 | +0.4% | 4,180 | -5.2% | 0.54% | -10.7% |
| Q2 2020 | $850,000 | +16.1% | 4,410 | 0.0% | 0.61% | +10.7% |
| Q1 2020 | $732,000 | +91.1% | 4,410 | +120.5% | 0.55% | +154.2% |
| Q4 2019 | $383,000 | +13.6% | 2,000 | 0.0% | 0.22% | -4.8% |
| Q3 2019 | $337,000 | -3.7% | 2,000 | 0.0% | 0.23% | -7.0% |
| Q2 2019 | $350,000 | +1.4% | 2,000 | 0.0% | 0.24% | +8.0% |
| Q1 2019 | $345,000 | – | 2,000 | – | 0.23% | – |
Download | ||||||
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% |