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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $35,000 | 0.0% | 155 | 0.0% | 0.03% | +72.2% |
| Q4 2020 | $35,000 | +9.4% | 155 | 0.0% | 0.02% | -48.6% |
| Q3 2020 | $32,000 | +6.7% | 155 | 0.0% | 0.04% | -14.6% |
| Q2 2020 | $30,000 | +15.4% | 155 | 0.0% | 0.04% | -16.3% |
| Q1 2020 | $26,000 | -81.4% | 155 | -78.7% | 0.05% | -78.9% |
| Q4 2019 | $140,000 | +14.8% | 729 | 0.0% | 0.23% | +127.5% |
| Q3 2019 | $122,000 | -3.9% | 729 | 0.0% | 0.10% | -54.1% |
| Q2 2019 | $127,000 | +1.6% | 729 | +0.7% | 0.22% | -36.9% |
| Q1 2019 | $125,000 | +7.8% | 724 | +0.6% | 0.35% | +66.0% |
| Q4 2018 | $116,000 | -10.1% | 720 | +0.4% | 0.21% | +1.0% |
| Q3 2018 | $129,000 | +14.2% | 717 | +0.7% | 0.21% | +4.0% |
| Q2 2018 | $113,000 | +3.7% | 712 | 0.0% | 0.20% | -28.6% |
| Q1 2018 | $109,000 | 0.0% | 712 | +0.3% | 0.28% | +112.8% |
| Q4 2017 | $109,000 | +1.9% | 710 | +0.7% | 0.13% | -30.4% |
| Q3 2017 | $107,000 | +10.3% | 705 | +0.4% | 0.19% | +7.3% |
| Q2 2017 | $97,000 | 0.0% | 702 | -0.1% | 0.18% | 0.0% |
| Q1 2017 | $97,000 | +9.0% | 703 | +0.4% | 0.18% | +38.0% |
| Q4 2016 | $89,000 | – | 700 | – | 0.13% | – |
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% |