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 | $831,218 | +124.2% | 3,535 | +133.5% | 0.09% | +120.5% |
| Q2 2023 | $370,681 | -84.1% | 1,514 | -84.5% | 0.04% | -69.0% |
| Q1 2023 | $2,325,551 | -2.7% | 9,752 | +1.2% | 0.13% | -12.5% |
| Q4 2022 | $2,391,012 | +18.7% | 9,640 | +7.1% | 0.14% | +5.9% |
| Q3 2022 | $2,014,000 | -4.3% | 9,004 | +0.8% | 0.14% | -3.5% |
| Q2 2022 | $2,104,000 | -18.0% | 8,932 | -11.4% | 0.14% | -9.0% |
| Q1 2022 | $2,565,000 | -5.2% | 10,080 | -0.7% | 0.16% | -8.3% |
| Q4 2021 | $2,705,000 | +9.0% | 10,154 | +1.1% | 0.17% | 0.0% |
| Q3 2021 | $2,481,000 | +11.1% | 10,039 | +11.1% | 0.17% | +5.0% |
| Q2 2021 | $2,234,000 | +3.4% | 9,038 | -4.3% | 0.16% | -13.0% |
| Q1 2021 | $2,161,000 | +11.1% | 9,448 | +8.6% | 0.18% | +5.7% |
| Q4 2020 | $1,945,000 | -37.3% | 8,696 | -48.2% | 0.18% | -17.1% |
| Q3 2020 | $3,102,000 | +97.2% | 16,788 | +105.6% | 0.21% | +3.4% |
| Q2 2020 | $1,573,000 | +11.6% | 8,164 | -3.9% | 0.20% | -17.4% |
| Q1 2020 | $1,410,000 | +133.1% | 8,492 | +169.3% | 0.25% | +220.8% |
| Q4 2019 | $605,000 | +22.7% | 3,153 | +7.3% | 0.08% | -3.8% |
| Q3 2019 | $493,000 | -3.3% | 2,938 | +0.2% | 0.08% | -20.0% |
| Q2 2019 | $510,000 | -67.0% | 2,933 | -75.3% | 0.10% | -66.9% |
| Q1 2019 | $1,547,000 | +200.4% | 11,866 | +270.3% | 0.30% | +130.5% |
| Q4 2018 | $515,000 | -17.2% | 3,204 | -7.1% | 0.13% | +33.7% |
| Q3 2018 | $622,000 | +47.0% | 3,449 | +29.8% | 0.10% | -16.9% |
| Q2 2018 | $423,000 | +3.7% | 2,658 | 0.0% | 0.12% | -0.8% |
| Q1 2018 | $408,000 | -7.5% | 2,658 | -7.2% | 0.12% | +22.7% |
| Q4 2017 | $441,000 | +7.0% | 2,863 | +5.7% | 0.10% | +1.0% |
| Q3 2017 | $412,000 | – | 2,708 | – | 0.10% | – |
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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% |