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 | $110,832,498 | +56.2% | 471,319 | +62.4% | 0.16% | +29.1% |
| Q2 2023 | $70,971,947 | +3.0% | 290,146 | +0.7% | 0.13% | -2.3% |
| Q1 2023 | $68,905,125 | -11.5% | 288,202 | -8.2% | 0.13% | -17.7% |
| Q4 2022 | $77,899,184 | +19.9% | 313,895 | +8.2% | 0.16% | +6.8% |
| Q3 2022 | $64,957,000 | -26.3% | 290,229 | -22.4% | 0.15% | -23.7% |
| Q2 2022 | $88,151,000 | -36.2% | 373,956 | -32.2% | 0.19% | -27.6% |
| Q1 2022 | $138,203,000 | -0.9% | 551,489 | +5.4% | 0.27% | +1.5% |
| Q4 2021 | $139,436,000 | +21.1% | 523,132 | +12.3% | 0.26% | +10.0% |
| Q3 2021 | $115,181,000 | +3.3% | 465,774 | +3.3% | 0.24% | -0.4% |
| Q2 2021 | $111,516,000 | +12.3% | 450,940 | +3.9% | 0.24% | +0.8% |
| Q1 2021 | $99,309,000 | +9.6% | 433,950 | +7.1% | 0.24% | -1.2% |
| Q4 2020 | $90,650,000 | +2.3% | 405,012 | -6.8% | 0.24% | -8.7% |
| Q3 2020 | $88,589,000 | +15.4% | 434,508 | +9.1% | 0.26% | +2.7% |
| Q2 2020 | $76,774,000 | +57.6% | 398,398 | -74.9% | 0.26% | +29.6% |
| Q1 2020 | $48,725,000 | – | 1,588,610 | – | 0.20% | – |
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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% |
| BCM ADVISORS, LLC | 107,056 | $26,473,878 | 7.16% |
| Morningstar Investment Management LLC | 199,110 | $47,480 | 7.08% |
| 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% |
| ASSET PLANNING CORPORATION | 31,046 | $7,403,150 | 5.95% |