VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 894 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 2024 | $211,736 | -21.4% | 796 | -20.1% | 0.02% | +17.6% |
| Q1 2024 | $269,438 | +7.9% | 996 | 0.0% | 0.02% | -10.5% |
| Q4 2023 | $249,698 | +6.6% | 996 | 0.0% | 0.02% | -9.5% |
| Q3 2023 | $234,160 | -4.0% | 996 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $243,841 | +2.7% | 996 | 0.0% | 0.02% | -4.5% |
| Q1 2023 | $237,507 | +17.0% | 996 | +25.1% | 0.02% | +57.1% |
| Q1 2022 | $203,000 | -36.2% | 796 | -33.4% | 0.01% | -33.3% |
| Q4 2021 | $318,000 | +7.8% | 1,196 | 0.0% | 0.02% | -4.5% |
| Q3 2021 | $295,000 | -1.7% | 1,196 | -1.6% | 0.02% | 0.0% |
| Q2 2021 | $300,000 | +7.9% | 1,216 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $278,000 | +20.9% | 1,216 | +18.5% | 0.02% | +15.8% |
| Q4 2020 | $230,000 | +2.2% | 1,026 | -6.8% | 0.02% | -9.5% |
| Q3 2020 | $225,000 | +8.7% | 1,101 | +2.4% | 0.02% | +5.0% |
| Q2 2020 | $207,000 | -5.9% | 1,075 | -27.9% | 0.02% | -31.0% |
| Q2 2017 | $220,000 | +7.3% | 1,490 | 0.0% | 0.03% | +7.4% |
| Q1 2017 | $205,000 | – | 1,490 | – | 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% |