VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 948 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $73,416 | -1.3% | 275 | 0.0% | 0.02% | 0.0% |
| Q1 2024 | $74,393 | +7.9% | 275 | 0.0% | 0.02% | -4.8% |
| Q4 2023 | $68,943 | +6.2% | 275 | 0.0% | 0.02% | 0.0% |
| Q3 2023 | $64,894 | -4.0% | 275 | 0.0% | 0.02% | -4.5% |
| Q2 2023 | $67,567 | +3.0% | 275 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $65,577 | -3.9% | 275 | 0.0% | 0.02% | -12.0% |
| Q4 2022 | $68,214 | +10.0% | 275 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $62,000 | -4.6% | 275 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $65,000 | -7.1% | 275 | 0.0% | 0.02% | +13.6% |
| Q1 2022 | $70,000 | -4.1% | 275 | 0.0% | 0.02% | -4.3% |
| Q4 2021 | $73,000 | +7.4% | 275 | 0.0% | 0.02% | -4.2% |
| Q3 2021 | $68,000 | +44.7% | 275 | +31.0% | 0.02% | +20.0% |
| Q4 2020 | $47,000 | – | 210 | – | 0.02% | – |
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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% |
| EXECUTIVE WEALTH GROUP LLC | 50,777 | $12,108,312 | 8.57% |
| BCM ADVISORS, LLC | 107,056 | $26,473,878 | 7.16% |
| Morningstar Investment Management LLC | 199,110 | $47,480 | 7.06% |
| 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% |