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 | $527,114 | +5.9% | 2,242 | +7.4% | 0.04% | -6.4% |
| Q1 2023 | $497,760 | +98466.3% | 2,087 | +2.4% | 0.05% | -6.0% |
| Q4 2022 | $505 | -99.9% | 2,038 | -1.9% | 0.05% | +19.0% |
| Q3 2022 | $464,000 | -3.3% | 2,078 | +1.9% | 0.04% | -17.6% |
| Q2 2022 | $480,000 | -7.3% | 2,040 | +0.0% | 0.05% | -1.9% |
| Q1 2022 | $518,000 | -3.4% | 2,039 | +1.2% | 0.05% | 0.0% |
| Q4 2021 | $536,000 | +10.3% | 2,014 | +2.3% | 0.05% | 0.0% |
| Q3 2021 | $486,000 | 0.0% | 1,969 | 0.0% | 0.05% | -3.7% |
| Q2 2021 | $486,000 | -0.2% | 1,969 | -7.6% | 0.05% | -11.5% |
| Q1 2021 | $487,000 | +1.5% | 2,130 | -0.7% | 0.06% | -7.6% |
| Q4 2020 | $480,000 | +11.4% | 2,145 | +1.3% | 0.07% | -5.7% |
| Q3 2020 | $431,000 | -32.4% | 2,117 | -36.1% | 0.07% | -39.1% |
| Q2 2020 | $638,000 | +27.1% | 3,313 | +9.5% | 0.12% | +2.7% |
| Q1 2020 | $502,000 | -16.3% | 3,025 | -3.4% | 0.11% | +1.8% |
| Q4 2019 | $600,000 | +63.5% | 3,131 | +42.7% | 0.11% | +54.9% |
| Q3 2019 | $367,000 | -44.1% | 2,194 | -42.0% | 0.07% | -39.3% |
| Q2 2019 | $657,000 | -2.7% | 3,782 | -3.4% | 0.12% | -9.3% |
| Q1 2019 | $675,000 | -44.9% | 3,915 | -48.7% | 0.13% | -55.4% |
| Q4 2018 | $1,225,000 | -11.0% | 7,627 | -0.0% | 0.29% | +11.6% |
| Q3 2018 | $1,376,000 | +15.0% | 7,630 | +1.4% | 0.26% | +5.3% |
| Q2 2018 | $1,197,000 | +4.0% | 7,526 | +0.3% | 0.25% | -3.9% |
| Q1 2018 | $1,151,000 | -3.5% | 7,502 | -3.1% | 0.26% | -4.8% |
| Q4 2017 | $1,193,000 | – | 7,745 | – | 0.27% | – |
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% |