VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 876 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,742 | -4.0% | 118 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $28,889 | +2.7% | 118 | 0.0% | 0.01% | -14.3% |
| Q1 2023 | $28,138 | +567.3% | 118 | +594.1% | 0.01% | +600.0% |
| Q4 2022 | $4,217 | -83.1% | 17 | -84.8% | 0.00% | -85.7% |
| Q3 2022 | $25,000 | +4.2% | 112 | +9.8% | 0.01% | 0.0% |
| Q2 2022 | $24,000 | -4.0% | 102 | +2.0% | 0.01% | 0.0% |
| Q1 2022 | $25,000 | -7.4% | 100 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $27,000 | +8.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $25,000 | 0.0% | 100 | 0.0% | 0.01% | -12.5% |
| Q2 2021 | $25,000 | -3.8% | 100 | -11.5% | 0.01% | -11.1% |
| Q1 2021 | $26,000 | +18.2% | 113 | +13.0% | 0.01% | +12.5% |
| Q4 2020 | $22,000 | +10.0% | 100 | 0.0% | 0.01% | -11.1% |
| Q3 2020 | $20,000 | +5.3% | 100 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $19,000 | +11.8% | 100 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $17,000 | -10.5% | 100 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $19,000 | -13.6% | 100 | -23.1% | 0.01% | -25.0% |
| Q2 2019 | $22,000 | 0.0% | 130 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $22,000 | -18.5% | 130 | -22.2% | 0.01% | -29.4% |
| Q4 2018 | $27,000 | +125.0% | 167 | +149.3% | 0.02% | +142.9% |
| Q3 2018 | $12,000 | +9.1% | 67 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $11,000 | +10.0% | 67 | 0.0% | 0.01% | +16.7% |
| Q1 2018 | $10,000 | 0.0% | 67 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $10,000 | – | 67 | – | 0.01% | – |
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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% |