VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 876 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $82 | -16.3% | 343 | -13.4% | 0.03% | -22.7% |
| Q4 2022 | $98 | -99.9% | 396 | 0.0% | 0.04% | +4.8% |
| Q3 2022 | $89,000 | -4.3% | 396 | 0.0% | 0.04% | -2.3% |
| Q2 2022 | $93,000 | -7.9% | 396 | 0.0% | 0.04% | +4.9% |
| Q1 2022 | $101,000 | -12.9% | 396 | -9.2% | 0.04% | -8.9% |
| Q4 2021 | $116,000 | +7.4% | 436 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $108,000 | 0.0% | 436 | 0.0% | 0.04% | -4.3% |
| Q2 2021 | $108,000 | +28.6% | 436 | 0.0% | 0.05% | -31.9% |
| Q4 2019 | $84,000 | +15.1% | 436 | 0.0% | 0.07% | +6.2% |
| Q3 2019 | $73,000 | -32.4% | 436 | -29.8% | 0.06% | -35.0% |
| Q2 2019 | $108,000 | +0.9% | 621 | 0.0% | 0.10% | -3.8% |
| Q1 2019 | $107,000 | – | 621 | – | 0.10% | – |
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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% |