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 | $239,180 | -3.7% | 1,017 | +0.3% | 0.06% | 0.0% |
| Q2 2023 | $248,273 | +2.7% | 1,014 | 0.0% | 0.06% | -1.6% |
| Q1 2023 | $241,824 | +3.6% | 1,014 | +7.8% | 0.06% | -3.1% |
| Q4 2022 | $233,466 | +62.1% | 941 | +45.4% | 0.06% | +60.0% |
| Q3 2022 | $144,000 | -5.3% | 647 | 0.0% | 0.04% | -2.4% |
| Q2 2022 | $152,000 | -18.7% | 647 | -12.0% | 0.04% | -6.8% |
| Q1 2022 | $187,000 | +5.1% | 735 | +9.5% | 0.04% | +7.3% |
| Q4 2021 | $178,000 | +16.3% | 671 | +7.9% | 0.04% | +5.1% |
| Q3 2021 | $153,000 | 0.0% | 622 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $153,000 | +7.7% | 622 | +0.3% | 0.04% | -2.5% |
| Q1 2021 | $142,000 | +2.9% | 620 | +0.2% | 0.04% | -4.8% |
| Q4 2020 | $138,000 | +10.4% | 619 | +0.5% | 0.04% | -4.5% |
| Q3 2020 | $125,000 | +5.0% | 616 | +0.3% | 0.04% | -2.2% |
| Q2 2020 | $119,000 | +22.7% | 614 | +0.5% | 0.04% | -2.2% |
| Q1 2020 | $97,000 | +223.3% | 611 | +286.7% | 0.05% | +360.0% |
| Q4 2019 | $30,000 | +76.5% | 158 | +47.7% | 0.01% | +66.7% |
| Q3 2019 | $17,000 | -5.6% | 107 | 0.0% | 0.01% | -14.3% |
| Q2 2019 | $18,000 | – | 107 | – | 0.01% | – |
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% |