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 | $996,061 | -4.0% | 4,221 | 0.0% | 0.04% | -5.1% |
| Q2 2023 | $1,037,089 | +27.1% | 4,221 | +23.4% | 0.04% | +18.2% |
| Q1 2023 | $815,772 | +3.1% | 3,421 | +7.2% | 0.03% | -5.7% |
| Q4 2022 | $791,280 | -3.0% | 3,190 | -12.2% | 0.04% | -20.5% |
| Q3 2022 | $816,000 | -5.2% | 3,633 | -0.6% | 0.04% | -17.0% |
| Q2 2022 | $861,000 | -11.1% | 3,655 | -3.9% | 0.05% | -32.1% |
| Q1 2022 | $968,000 | -12.6% | 3,805 | -8.4% | 0.08% | +9.9% |
| Q4 2021 | $1,107,000 | +9.0% | 4,155 | +1.5% | 0.07% | -6.6% |
| Q3 2021 | $1,016,000 | +0.4% | 4,095 | 0.0% | 0.08% | -14.6% |
| Q2 2021 | $1,012,000 | +8.0% | 4,095 | 0.0% | 0.09% | -11.9% |
| Q1 2021 | $937,000 | +16.1% | 4,095 | +13.6% | 0.10% | -1.0% |
| Q4 2020 | $807,000 | -10.8% | 3,605 | -14.3% | 0.10% | -41.7% |
| Q3 2020 | $905,000 | +8.5% | 4,205 | -2.9% | 0.18% | +12.2% |
| Q2 2020 | $834,000 | +6.2% | 4,330 | -8.4% | 0.16% | -26.1% |
| Q1 2020 | $785,000 | +133.6% | 4,725 | +170.0% | 0.21% | +8.2% |
| Q4 2019 | $336,000 | – | 1,750 | – | 0.20% | – |
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% |