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 | $802,891 | -4.1% | 3,415 | -0.1% | 0.09% | 0.0% |
| Q2 2023 | $837,063 | -32.7% | 3,419 | -34.5% | 0.09% | -35.2% |
| Q1 2023 | $1,244,482 | -3.2% | 5,219 | +0.7% | 0.14% | -9.4% |
| Q4 2022 | $1,285,639 | -17.1% | 5,183 | -25.3% | 0.16% | -24.2% |
| Q3 2022 | $1,551,000 | -11.2% | 6,934 | -6.5% | 0.21% | -5.8% |
| Q2 2022 | $1,747,000 | -91.1% | 7,419 | -90.4% | 0.22% | -90.0% |
| Q1 2022 | $19,665,000 | -5.1% | 77,314 | -0.9% | 2.25% | -0.6% |
| Q4 2021 | $20,722,000 | +7.0% | 77,989 | -3.2% | 2.26% | +0.6% |
| Q3 2021 | $19,362,000 | -2.5% | 80,600 | +0.3% | 2.25% | -3.0% |
| Q2 2021 | $19,868,000 | +5.0% | 80,398 | -2.8% | 2.32% | -16.8% |
| Q1 2021 | $18,918,000 | -12.5% | 82,705 | -14.4% | 2.79% | -15.4% |
| Q4 2020 | $21,611,000 | +11.9% | 96,596 | +2.0% | 3.30% | +2.0% |
| Q3 2020 | $19,316,000 | -21.5% | 94,690 | -25.8% | 3.23% | -26.1% |
| Q2 2020 | $24,594,000 | +11.9% | 127,638 | -3.4% | 4.37% | -3.7% |
| Q1 2020 | $21,974,000 | +3586.9% | 132,136 | +4147.4% | 4.54% | +4100.9% |
| Q4 2019 | $596,000 | +70.8% | 3,111 | +49.4% | 0.11% | +63.6% |
| Q3 2019 | $349,000 | +3.6% | 2,083 | +7.4% | 0.07% | -1.5% |
| Q2 2019 | $337,000 | +0.9% | 1,940 | 0.0% | 0.07% | -4.3% |
| Q1 2019 | $334,000 | +406.1% | 1,940 | +372.0% | 0.07% | +366.7% |
| Q4 2018 | $66,000 | – | 411 | – | 0.02% | – |
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% |