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 | $2,542,393 | -6.0% | 10,790 | -2.1% | 0.01% | +233.3% |
| Q2 2023 | $2,704,427 | +120.6% | 11,022 | +114.4% | 0.00% | -88.0% |
| Q1 2023 | $1,226,046 | +327.4% | 5,141 | -5.4% | 0.02% | +525.0% |
| Q4 2022 | $286,888 | -76.7% | 5,437 | -1.0% | 0.00% | -75.0% |
| Q3 2022 | $1,230,000 | -4.9% | 5,493 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $1,294,000 | -18.1% | 5,493 | -11.5% | 0.02% | 0.0% |
| Q1 2022 | $1,580,000 | -28.8% | 6,207 | -25.5% | 0.02% | -23.8% |
| Q4 2021 | $2,219,000 | +429.6% | 8,329 | +393.1% | 0.02% | +250.0% |
| Q3 2021 | $419,000 | +74.6% | 1,689 | +73.9% | 0.01% | +100.0% |
| Q2 2021 | $240,000 | +12.7% | 971 | +4.0% | 0.00% | 0.0% |
| Q1 2021 | $213,000 | +4.4% | 934 | +2.2% | 0.00% | 0.0% |
| Q4 2020 | $204,000 | -18.1% | 914 | -29.3% | 0.00% | -40.0% |
| Q2 2020 | $249,000 | – | 1,292 | – | 0.01% | – |
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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% |
| BCM ADVISORS, LLC | 107,056 | $26,473,878 | 7.16% |
| Morningstar Investment Management LLC | 199,110 | $47,480 | 7.08% |
| 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% |
| ASSET PLANNING CORPORATION | 31,046 | $7,403,150 | 5.95% |