VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 948 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $26,866 | -1.7% | 101 | 0.0% | 0.02% | 0.0% |
| Q1 2024 | $27,323 | -22.7% | 101 | -28.4% | 0.02% | -31.0% |
| Q4 2023 | $35,349 | +6.6% | 141 | 0.0% | 0.03% | -3.3% |
| Q3 2023 | $33,149 | +34.1% | 141 | +39.6% | 0.03% | +42.9% |
| Q2 2023 | $24,727 | +2.7% | 101 | 0.0% | 0.02% | -16.0% |
| Q1 2023 | $24,084 | -3.8% | 101 | 0.0% | 0.02% | +8.7% |
| Q4 2022 | $25,035 | +8.8% | 101 | 0.0% | 0.02% | +4.5% |
| Q3 2022 | $23,000 | +64.3% | 101 | +65.6% | 0.02% | +83.3% |
| Q2 2022 | $14,000 | -12.5% | 61 | 0.0% | 0.01% | +9.1% |
| Q1 2022 | $16,000 | 0.0% | 61 | 0.0% | 0.01% | +10.0% |
| Q4 2021 | $16,000 | +6.7% | 61 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $15,000 | 0.0% | 61 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $15,000 | +7.1% | 61 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $14,000 | 0.0% | 61 | 0.0% | 0.01% | -9.1% |
| Q4 2020 | $14,000 | +16.7% | 61 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $12,000 | 0.0% | 61 | 0.0% | 0.01% | -8.3% |
| Q2 2020 | $12,000 | – | 61 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pariax, LLC | 18,636 | $4,443,941 | 13.52% |
| PGIM Custom Harvest LLC | 931,201 | $222,054,294 | 9.21% |
| AMI INVESTMENT MANAGEMENT INC | 79,910 | $19,055,338 | 8.89% |
| Allied Investment Advisors, LLC | 117,886 | $28,111,096 | 8.71% |
| EXECUTIVE WEALTH GROUP LLC | 50,777 | $12,108,312 | 8.57% |
| BCM ADVISORS, LLC | 107,056 | $26,473,878 | 7.16% |
| Morningstar Investment Management LLC | 199,110 | $47,480 | 7.06% |
| Essex Private Wealth Management, LLC | 7,902 | $1,884,250 | 6.84% |
| PARAGON FINANCIAL PARTNERS, INC. | 27,101 | $6,462,422 | 6.77% |
| Wealth Management Solutions, LLC | 48,001 | $11,446,226 | 6.59% |