VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 893 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $8,823 | -99.8% | 37,000 | +80.5% | 4.04% | +7.3% |
| Q3 2022 | $4,585,000 | +15.9% | 20,500 | +22.0% | 3.76% | +11.2% |
| Q2 2022 | $3,956,000 | -15.9% | 16,800 | -9.2% | 3.38% | +9.7% |
| Q1 2022 | $4,706,000 | -36.9% | 18,500 | -56.9% | 3.08% | -4.3% |
| Q2 2019 | $7,462,000 | +2.3% | 42,900 | +1.4% | 3.22% | +17.8% |
| Q1 2019 | $7,295,000 | +15.9% | 42,300 | +7.9% | 2.73% | -12.7% |
| Q4 2018 | $6,295,000 | -4.9% | 39,200 | +6.8% | 3.13% | -5.8% |
| Q3 2018 | $6,621,000 | +11.7% | 36,700 | -4.9% | 3.32% | +82.4% |
| Q1 2018 | $5,926,000 | – | 38,600 | – | 1.82% | – |
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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% |