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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $234,048 | -1.5% | 956 | -4.0% | 0.03% | -6.9% |
Q1 2023 | $237,507 | -5.4% | 996 | -1.6% | 0.03% | -6.5% |
Q4 2022 | $251,027 | +11.1% | 1,012 | 0.0% | 0.03% | +3.3% |
Q3 2022 | $226,000 | -33.1% | 1,012 | -29.6% | 0.03% | -28.6% |
Q2 2022 | $338,000 | -7.7% | 1,437 | 0.0% | 0.04% | +7.7% |
Q1 2022 | $366,000 | -9.2% | 1,437 | -5.0% | 0.04% | -9.3% |
Q4 2021 | $403,000 | +29.6% | 1,512 | +20.2% | 0.04% | +26.5% |
Q3 2021 | $311,000 | -15.0% | 1,258 | -15.2% | 0.03% | -17.1% |
Q2 2021 | $366,000 | +9.3% | 1,483 | +1.4% | 0.04% | +5.1% |
Q1 2021 | $335,000 | -14.8% | 1,463 | -16.6% | 0.04% | -29.1% |
Q4 2020 | $393,000 | +1.3% | 1,755 | -7.6% | 0.06% | -12.7% |
Q3 2020 | $388,000 | -9.8% | 1,900 | -14.8% | 0.06% | -17.1% |
Q2 2020 | $430,000 | +19.8% | 2,230 | +3.3% | 0.08% | +4.1% |
Q1 2020 | $359,000 | -5.0% | 2,159 | +9.4% | 0.07% | -25.5% |
Q4 2019 | $378,000 | +49.4% | 1,974 | +30.8% | 0.10% | +50.8% |
Q3 2019 | $253,000 | -1.9% | 1,509 | +1.7% | 0.06% | -7.1% |
Q2 2019 | $258,000 | -6.5% | 1,484 | -7.2% | 0.07% | -12.5% |
Q1 2019 | $276,000 | +14.5% | 1,600 | +6.7% | 0.08% | -3.6% |
Q4 2018 | $241,000 | -16.6% | 1,500 | -6.2% | 0.08% | -10.8% |
Q3 2018 | $289,000 | +13.3% | 1,600 | 0.0% | 0.09% | +6.9% |
Q2 2018 | $255,000 | +3.7% | 1,600 | 0.0% | 0.09% | -5.4% |
Q1 2018 | $246,000 | +16.0% | 1,600 | +16.4% | 0.09% | -3.2% |
Q4 2017 | $212,000 | +64.3% | 1,375 | +61.8% | 0.10% | +48.4% |
Q3 2017 | $129,000 | -0.8% | 850 | -4.0% | 0.06% | +12.3% |
Q2 2017 | $130,000 | – | 885 | – | 0.06% | – |
Download |
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% |
BCM ADVISORS, LLC | 107,056 | $26,473,878 | 7.16% |
Morningstar Investment Management LLC | 199,110 | $47,480 | 7.08% |
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% |
ASSET PLANNING CORPORATION | 31,046 | $7,403,150 | 5.95% |