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 | $3,280,015 | +2.1% | 13,952 | +6.3% | 2.18% | -0.4% |
| Q2 2023 | $3,213,150 | +1.9% | 13,125 | -0.7% | 2.19% | -5.8% |
| Q1 2023 | $3,153,091 | -1.7% | 13,223 | +2.2% | 2.33% | -5.4% |
| Q4 2022 | $3,209,000 | +21.6% | 12,938 | +9.7% | 2.46% | +13.7% |
| Q3 2022 | $2,640,000 | -4.6% | 11,799 | +0.4% | 2.16% | -1.0% |
| Q2 2022 | $2,768,000 | -4.7% | 11,753 | +2.9% | 2.18% | +9.3% |
| Q1 2022 | $2,905,000 | -2.4% | 11,420 | +2.2% | 2.00% | +5.9% |
| Q4 2021 | $2,977,000 | +55.2% | 11,173 | +44.0% | 1.89% | +40.8% |
| Q3 2021 | $1,918,000 | +5.5% | 7,761 | +5.5% | 1.34% | +6.8% |
| Q2 2021 | $1,818,000 | +20.6% | 7,355 | +11.5% | 1.26% | +16.2% |
| Q1 2021 | $1,508,000 | +22.4% | 6,594 | +19.8% | 1.08% | +11.4% |
| Q4 2020 | $1,232,000 | +70.2% | 5,506 | +55.2% | 0.97% | +52.8% |
| Q3 2020 | $724,000 | +27.5% | 3,548 | +20.4% | 0.64% | +20.0% |
| Q2 2020 | $568,000 | – | 2,948 | – | 0.53% | – |
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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% |