VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 893 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.23 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 ↓ |
|---|---|---|---|
| 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% |