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 | $64,653 | -4.9% | 275 | 0.0% | 0.02% | -4.8% |
| Q2 2023 | $68,008 | -28.9% | 275 | -29.3% | 0.02% | -25.0% |
| Q1 2023 | $95,715 | -0.9% | 389 | 0.0% | 0.03% | -9.7% |
| Q4 2022 | $96,544 | +11.0% | 389 | 0.0% | 0.03% | +3.3% |
| Q3 2022 | $87,000 | -5.4% | 389 | 0.0% | 0.03% | -3.2% |
| Q2 2022 | $92,000 | -59.3% | 389 | -56.2% | 0.03% | -56.9% |
| Q1 2022 | $226,000 | -4.6% | 888 | 0.0% | 0.07% | -12.2% |
| Q4 2021 | $237,000 | +17.9% | 888 | +9.2% | 0.08% | +5.1% |
| Q3 2021 | $201,000 | +26.4% | 813 | +17.3% | 0.08% | +14.7% |
| Q1 2021 | $159,000 | -1.2% | 693 | -25.3% | 0.07% | -32.7% |
| Q2 2019 | $161,000 | +0.6% | 928 | 0.0% | 0.10% | -5.6% |
| Q1 2019 | $160,000 | +7.4% | 928 | 0.0% | 0.11% | -6.1% |
| Q4 2018 | $149,000 | +4.9% | 928 | +17.8% | 0.11% | +21.3% |
| Q3 2018 | $142,000 | +69.0% | 788 | +49.2% | 0.09% | +59.3% |
| Q2 2018 | $84,000 | +3.7% | 528 | 0.0% | 0.06% | +11.3% |
| Q1 2018 | $81,000 | -5.8% | 528 | 0.0% | 0.05% | 0.0% |
| Q4 2017 | $86,000 | -39.0% | 528 | -43.1% | 0.05% | -43.6% |
| Q3 2017 | $141,000 | +2.9% | 928 | 0.0% | 0.09% | +2.2% |
| Q2 2017 | $137,000 | -26.3% | 928 | -31.2% | 0.09% | -30.8% |
| Q1 2017 | $186,000 | +8.8% | 1,348 | 0.0% | 0.13% | +5.6% |
| Q4 2016 | $171,000 | – | 1,348 | – | 0.13% | – |
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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% |