VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 22 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,556,276 | -4.9% | 19,380 | -1.0% | 1.62% | -3.0% |
| Q2 2023 | $4,792,027 | +5.7% | 19,574 | +2.9% | 1.67% | +4.8% |
| Q1 2023 | $4,534,763 | +3.4% | 19,017 | +7.5% | 1.60% | +3.6% |
| Q4 2022 | $4,387,648 | +15.3% | 17,689 | +4.0% | 1.54% | +6.1% |
| Q3 2022 | $3,805,000 | -3.4% | 17,011 | +1.7% | 1.45% | +7.9% |
| Q2 2022 | $3,940,000 | -6.1% | 16,733 | +1.4% | 1.35% | +13.7% |
| Q1 2022 | $4,196,000 | -5.4% | 16,497 | -0.9% | 1.18% | -3.2% |
| Q4 2021 | $4,435,000 | +6.3% | 16,650 | -1.3% | 1.22% | +0.9% |
| Q3 2021 | $4,171,000 | -2.4% | 16,875 | -2.4% | 1.21% | -2.3% |
| Q2 2021 | $4,273,000 | +1.5% | 17,293 | -6.0% | 1.24% | +6.6% |
| Q1 2021 | $4,210,000 | +0.5% | 18,406 | -1.8% | 1.16% | -7.2% |
| Q4 2020 | $4,191,000 | -2.4% | 18,734 | -11.0% | 1.25% | -12.4% |
| Q3 2020 | $4,296,000 | -1.0% | 21,060 | -6.5% | 1.43% | -6.6% |
| Q2 2020 | $4,338,000 | +12.2% | 22,518 | -3.3% | 1.53% | -5.1% |
| Q1 2020 | $3,868,000 | +19.2% | 23,294 | +37.7% | 1.62% | +28.0% |
| Q4 2019 | $3,244,000 | +12.2% | 16,920 | -1.8% | 1.26% | +6.1% |
| Q3 2019 | $2,890,000 | -13.0% | 17,236 | -9.7% | 1.19% | -13.3% |
| Q2 2019 | $3,321,000 | +0.5% | 19,095 | -0.3% | 1.37% | -2.6% |
| Q1 2019 | $3,304,000 | +6.7% | 19,156 | -0.7% | 1.41% | -4.9% |
| Q4 2018 | $3,097,000 | -17.5% | 19,290 | -7.3% | 1.48% | -22.2% |
| Q3 2018 | $3,755,000 | +2.2% | 20,813 | -9.9% | 1.90% | +7.5% |
| Q2 2018 | $3,674,000 | +3.6% | 23,092 | 0.0% | 1.77% | +24.8% |
| Q1 2018 | $3,545,000 | -2.3% | 23,092 | -2.0% | 1.42% | -0.8% |
| Q4 2017 | $3,630,000 | -0.2% | 23,552 | -1.4% | 1.43% | -12.5% |
| Q3 2017 | $3,637,000 | +3.2% | 23,881 | -0.1% | 1.64% | -1.6% |
| Q2 2017 | $3,523,000 | +5.8% | 23,907 | -1.1% | 1.66% | +2.3% |
| Q1 2017 | $3,331,000 | +3.1% | 24,170 | -5.2% | 1.62% | -1.7% |
| Q4 2016 | $3,232,000 | -6.0% | 25,497 | -1.5% | 1.65% | -8.0% |
| Q3 2016 | $3,440,000 | +1.4% | 25,887 | -0.4% | 1.80% | +7.3% |
| Q2 2016 | $3,392,000 | +3.9% | 25,994 | -1.9% | 1.67% | +1.8% |
| Q1 2016 | $3,266,000 | – | 26,489 | – | 1.64% | – |
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% |