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 | $1,940,309 | -5.9% | 8,253 | -2.0% | 0.27% | -4.6% |
| Q2 2023 | $2,061,951 | +4.9% | 8,422 | +2.2% | 0.28% | +3.3% |
| Q1 2023 | $1,965,939 | -3.4% | 8,244 | +0.5% | 0.27% | -8.4% |
| Q4 2022 | $2,035,461 | +13.7% | 8,206 | +2.5% | 0.30% | +5.0% |
| Q3 2022 | $1,790,000 | -16.0% | 8,002 | -11.6% | 0.28% | -12.4% |
| Q2 2022 | $2,132,000 | -46.6% | 9,054 | -42.3% | 0.32% | -40.7% |
| Q1 2022 | $3,992,000 | -7.2% | 15,694 | -2.8% | 0.54% | -5.6% |
| Q4 2021 | $4,304,000 | +12.7% | 16,154 | +4.5% | 0.58% | +1.2% |
| Q3 2021 | $3,820,000 | +5.0% | 15,456 | +5.0% | 0.57% | +3.1% |
| Q2 2021 | $3,639,000 | +11.5% | 14,725 | +3.2% | 0.55% | 0.0% |
| Q1 2021 | $3,264,000 | +3.6% | 14,269 | +1.3% | 0.55% | -10.3% |
| Q4 2020 | $3,152,000 | +101.7% | 14,088 | +83.9% | 0.61% | +62.4% |
| Q3 2020 | $1,563,000 | +42.3% | 7,661 | +34.4% | 0.38% | +4.1% |
| Q2 2020 | $1,098,000 | +11.2% | 5,700 | +8.8% | 0.36% | +4.0% |
| Q1 2020 | $987,000 | +70.2% | 5,240 | +73.3% | 0.35% | +102.9% |
| Q4 2019 | $580,000 | -11.6% | 3,024 | -22.7% | 0.17% | -25.9% |
| Q3 2019 | $656,000 | +13.7% | 3,914 | +17.7% | 0.23% | +5.0% |
| Q2 2019 | $577,000 | +55.1% | 3,326 | +54.3% | 0.22% | +46.4% |
| Q1 2019 | $372,000 | +9.4% | 2,155 | +1.8% | 0.15% | -9.0% |
| Q4 2018 | $340,000 | -18.3% | 2,116 | -8.3% | 0.17% | +41.9% |
| Q3 2018 | $416,000 | +11.8% | 2,308 | -1.3% | 0.12% | +1.7% |
| Q2 2018 | $372,000 | +12.7% | 2,339 | +8.9% | 0.12% | 0.0% |
| Q1 2018 | $330,000 | -14.7% | 2,148 | -14.5% | 0.12% | -17.3% |
| Q4 2017 | $387,000 | +1.6% | 2,512 | +0.5% | 0.14% | -7.9% |
| Q3 2017 | $381,000 | +5.5% | 2,499 | +2.0% | 0.15% | -1.9% |
| Q2 2017 | $361,000 | +4.3% | 2,450 | -2.4% | 0.15% | -1.3% |
| Q1 2017 | $346,000 | +7.5% | 2,510 | -1.3% | 0.16% | +3.3% |
| Q4 2016 | $322,000 | -6.9% | 2,543 | -2.3% | 0.15% | -13.2% |
| Q3 2016 | $346,000 | +1.8% | 2,604 | 0.0% | 0.17% | 0.0% |
| Q2 2016 | $340,000 | -1.7% | 2,604 | -7.1% | 0.17% | -11.7% |
| Q1 2016 | $346,000 | +3.9% | 2,802 | +12.0% | 0.20% | +17.3% |
| Q4 2015 | $333,000 | – | 2,502 | – | 0.17% | – |
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% |