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 | $1,736 | -4.0% | 7,385 | +0.0% | 0.25% | -25.7% |
| Q2 2023 | $1,808 | +2.7% | 7,383 | 0.0% | 0.34% | -7.1% |
| Q1 2023 | $1,761 | -99.9% | 7,383 | -1.6% | 0.36% | -18.7% |
| Q4 2022 | $1,860,823 | +11.0% | 7,502 | +0.0% | 0.45% | +0.7% |
| Q3 2022 | $1,677,000 | -22.2% | 7,499 | -18.0% | 0.45% | -19.1% |
| Q2 2022 | $2,155,000 | -7.4% | 9,150 | +0.0% | 0.55% | +6.2% |
| Q1 2022 | $2,327,000 | -6.5% | 9,148 | -2.1% | 0.52% | -2.4% |
| Q4 2021 | $2,490,000 | +2.3% | 9,347 | -5.0% | 0.53% | -4.5% |
| Q3 2021 | $2,433,000 | 0.0% | 9,844 | 0.0% | 0.56% | +0.2% |
| Q2 2021 | $2,433,000 | +8.1% | 9,844 | +0.0% | 0.56% | 0.0% |
| Q1 2021 | $2,251,000 | +0.4% | 9,842 | -1.8% | 0.56% | -0.5% |
| Q4 2020 | $2,242,000 | +8.8% | 10,022 | -0.8% | 0.56% | +25.6% |
| Q3 2020 | $2,060,000 | +11.4% | 10,098 | +5.2% | 0.44% | +7.7% |
| Q2 2020 | $1,849,000 | +13.0% | 9,596 | -2.6% | 0.41% | -11.2% |
| Q1 2020 | $1,636,000 | -14.3% | 9,850 | -1.0% | 0.46% | +6.7% |
| Q4 2019 | $1,908,000 | – | 9,949 | – | 0.44% | – |
Download | ||||||
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% |