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 | $6,326,951 | +20.6% | 26,912 | +25.6% | 1.63% | +26.5% |
| Q2 2023 | $5,246,862 | -3.8% | 21,432 | -6.3% | 1.29% | -3.5% |
| Q1 2023 | $5,451,824 | +692.2% | 22,863 | +724.2% | 1.33% | +641.1% |
| Q4 2022 | $688,147 | -0.8% | 2,774 | -10.6% | 0.18% | -3.2% |
| Q3 2022 | $694,000 | -27.9% | 3,102 | -24.1% | 0.19% | -30.3% |
| Q2 2022 | $963,000 | -87.6% | 4,089 | -86.6% | 0.27% | -86.9% |
| Q1 2022 | $7,753,000 | -2.4% | 30,480 | +2.3% | 2.03% | +12.1% |
| Q4 2021 | $7,942,000 | +758.6% | 29,809 | +696.2% | 1.81% | +631.0% |
| Q3 2021 | $925,000 | +8.8% | 3,744 | +8.8% | 0.25% | +3.8% |
| Q2 2021 | $850,000 | -14.1% | 3,441 | -20.4% | 0.24% | -22.1% |
| Q1 2021 | $989,000 | -61.6% | 4,324 | -62.5% | 0.31% | -67.0% |
| Q4 2020 | $2,578,000 | -69.3% | 11,522 | -72.0% | 0.93% | -71.8% |
| Q3 2020 | $8,393,000 | +25.2% | 41,142 | +18.2% | 3.30% | -0.1% |
| Q2 2020 | $6,706,000 | +46.5% | 34,810 | +26.3% | 3.30% | +7.2% |
| Q1 2020 | $4,577,000 | – | 27,559 | – | 3.08% | – |
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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% |