VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 876 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $429,169 | +2.3% | 1,753 | -0.3% | 0.92% | +9.6% |
| Q1 2023 | $419,451 | -34.4% | 1,759 | -31.8% | 0.84% | -41.6% |
| Q4 2022 | $639,721 | +55.3% | 2,579 | +45.5% | 1.44% | +41.7% |
| Q3 2022 | $412,000 | -21.8% | 1,773 | -19.0% | 1.02% | +43.6% |
| Q2 2022 | $527,000 | +5.8% | 2,189 | +5.6% | 0.71% | +107.6% |
| Q1 2022 | $498,000 | +295.2% | 2,073 | -98.4% | 0.34% | +262.8% |
| Q4 2015 | $126,000 | – | 125,705 | – | 0.09% | – |
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% |