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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $361,000 | -4.5% | 1,417 | 0.0% | 0.08% | +2.5% |
| Q4 2021 | $378,000 | +7.4% | 1,417 | 0.0% | 0.08% | +1.3% |
| Q3 2021 | $352,000 | +0.6% | 1,417 | 0.0% | 0.08% | -1.2% |
| Q2 2021 | $350,000 | +8.0% | 1,417 | 0.0% | 0.08% | 0.0% |
| Q1 2021 | $324,000 | 0.0% | 1,417 | -2.0% | 0.08% | +33.3% |
| Q4 2020 | $324,000 | +9.8% | 1,446 | 0.0% | 0.06% | -3.2% |
| Q3 2020 | $295,000 | +4.6% | 1,446 | -1.1% | 0.06% | +1.6% |
| Q2 2020 | $282,000 | +17.0% | 1,462 | +0.8% | 0.06% | -1.6% |
| Q1 2020 | $241,000 | -13.3% | 1,451 | 0.0% | 0.06% | +5.1% |
| Q4 2019 | $278,000 | -48.7% | 1,451 | -54.9% | 0.06% | -38.5% |
| Q3 2019 | $542,000 | +49.7% | 3,218 | +41.9% | 0.10% | +15.7% |
| Q2 2019 | $362,000 | -34.8% | 2,268 | -29.5% | 0.08% | -21.7% |
| Q1 2019 | $555,000 | +5.7% | 3,218 | -1.5% | 0.11% | -6.2% |
| Q4 2018 | $525,000 | -10.9% | 3,268 | 0.0% | 0.11% | -4.2% |
| Q3 2018 | $589,000 | +12.8% | 3,268 | 0.0% | 0.12% | +4.4% |
| Q2 2018 | $522,000 | +1.8% | 3,268 | -2.1% | 0.11% | -0.9% |
| Q1 2018 | $513,000 | +2.8% | 3,339 | +507.1% | 0.11% | -3.4% |
| Q4 2017 | $499,000 | – | 550 | – | 0.12% | – |
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% |