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 | $377,203 | -3.9% | 1,604 | 0.0% | 0.06% | -27.1% |
| Q2 2023 | $392,694 | -7.4% | 1,604 | -9.8% | 0.08% | -13.3% |
| Q1 2023 | $424,223 | -3.7% | 1,779 | +0.2% | 0.10% | -5.8% |
| Q4 2022 | $440,554 | +11.0% | 1,776 | +0.1% | 0.10% | -7.1% |
| Q3 2022 | $397,000 | -5.0% | 1,774 | 0.0% | 0.11% | -4.3% |
| Q2 2022 | $418,000 | +49.8% | 1,774 | +21.8% | 0.12% | -7.9% |
| Q4 2019 | $279,000 | -41.6% | 1,456 | -48.9% | 0.13% | -46.4% |
| Q3 2019 | $478,000 | -9.8% | 2,849 | -6.5% | 0.24% | -12.9% |
| Q2 2019 | $530,000 | +1.3% | 3,046 | +0.5% | 0.27% | +6.7% |
| Q1 2019 | $523,000 | -11.8% | 3,030 | -18.0% | 0.26% | -29.4% |
| Q4 2018 | $593,000 | – | 3,693 | – | 0.36% | – |
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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% |