VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 22 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,677,444 | -33.2% | 11,389 | -72.9% | 1.90% | -29.6% |
| Q2 2023 | $4,007,971 | +0.2% | 41,993 | +0.6% | 2.69% | +3.1% |
| Q1 2023 | $3,999,241 | -21.6% | 41,724 | -10.2% | 2.61% | -32.8% |
| Q4 2022 | $5,102,519 | +11.6% | 46,448 | +6.6% | 3.89% | +19.1% |
| Q3 2022 | $4,572,000 | -0.4% | 43,589 | -0.7% | 3.26% | +7.3% |
| Q2 2022 | $4,592,000 | +11.1% | 43,877 | +3.2% | 3.04% | +34.1% |
| Q1 2022 | $4,135,000 | +8.6% | 42,511 | +1.9% | 2.27% | +2.7% |
| Q4 2021 | $3,807,000 | +9.2% | 41,714 | +195.7% | 2.21% | +3.8% |
| Q3 2021 | $3,487,000 | – | 14,109 | – | 2.13% | – |
| Q4 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q3 2020 | $2,000 | – | 12 | – | 0.00% | – |
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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% |