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 | $2,383,821 | +8.0% | 10,138 | +12.4% | 0.03% | -16.7% |
| Q2 2023 | $2,207,748 | -5.1% | 9,018 | -7.6% | 0.04% | -10.0% |
| Q1 2023 | $2,327,571 | -1.7% | 9,761 | +2.2% | 0.04% | -13.0% |
| Q4 2022 | $2,368,865 | +14.9% | 9,549 | +3.5% | 0.05% | 0.0% |
| Q3 2022 | $2,061,000 | +5.9% | 9,223 | +11.5% | 0.05% | +12.2% |
| Q2 2022 | $1,947,000 | -5.9% | 8,270 | +1.7% | 0.04% | +46.4% |
| Q1 2022 | $2,068,000 | +243.0% | 8,128 | +259.2% | 0.03% | +75.0% |
| Q4 2021 | $603,000 | +21.1% | 2,263 | +12.4% | 0.02% | +33.3% |
| Q3 2021 | $498,000 | +18.0% | 2,014 | +17.8% | 0.01% | -20.0% |
| Q2 2021 | $422,000 | +23.8% | 1,709 | +14.8% | 0.02% | -28.6% |
| Q1 2021 | $341,000 | -5.5% | 1,489 | -7.7% | 0.02% | -16.0% |
| Q4 2020 | $361,000 | -89.5% | 1,613 | -90.4% | 0.02% | -92.5% |
| Q3 2020 | $3,430,000 | – | 16,814 | – | 0.33% | – |
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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% |