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 | $5,635,618 | -6.6% | 23,971 | -2.8% | 2.75% | +0.8% |
| Q2 2023 | $6,036,012 | +4.7% | 24,655 | +2.0% | 2.73% | +1.3% |
| Q1 2023 | $5,762,923 | +144697.1% | 24,167 | +50.6% | 2.69% | +33.3% |
| Q4 2022 | $3,980 | -99.9% | 16,046 | +0.9% | 2.02% | +8.4% |
| Q3 2022 | $3,559,000 | +356.3% | 15,908 | +380.3% | 1.86% | +372.6% |
| Q2 2022 | $780,000 | -23.7% | 3,312 | -17.6% | 0.39% | -11.1% |
| Q1 2022 | $1,022,000 | +146.3% | 4,018 | +157.9% | 0.44% | +151.7% |
| Q4 2021 | $415,000 | -7.2% | 1,558 | -13.9% | 0.18% | -65.7% |
| Q3 2021 | $447,000 | -21.2% | 1,810 | -27.0% | 0.51% | +95.1% |
| Q1 2021 | $567,000 | -66.4% | 2,479 | -67.1% | 0.26% | -70.3% |
| Q4 2020 | $1,688,000 | -2.3% | 7,545 | -11.0% | 0.89% | -4.6% |
| Q3 2020 | $1,728,000 | -46.2% | 8,473 | -49.2% | 0.93% | -51.6% |
| Q2 2020 | $3,212,000 | -15.5% | 16,671 | -27.1% | 1.92% | -29.0% |
| Q1 2020 | $3,800,000 | +13.6% | 22,876 | +31.1% | 2.70% | +35.7% |
| Q4 2019 | $3,345,000 | – | 17,443 | – | 1.99% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Morningstar Investment Management LLC | 340,321 | $80,009 | 11.96% |
| Pariax, LLC | 14,707 | $3,457,616 | 10.79% |
| Allied Investment Advisors, LLC | 124,596 | $29,292,520 | 8.76% |
| PGIM Custom Harvest LLC | 934,559 | $219,714,921 | 8.11% |
| Wealth Management Solutions, LLC | 47,169 | $11,089,475 | 7.60% |
| PARAGON FINANCIAL PARTNERS, INC. | 27,447 | $6,452,689 | 6.70% |
| Main Management ETF Advisors, LLC | 397,065 | $93,350 | 6.63% |
| Essex Private Wealth Management, LLC | 7,939 | $1,866,489 | 6.38% |
| ASSET PLANNING CORPORATION | 33,870 | $7,963,414 | 6.13% |
| Beacon Capital Management, Inc. | 665,273 | $156,405,682 | 5.80% |