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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,180,202 | -3.8% | 5,020 | +0.2% | 0.32% | -1.8% |
| Q2 2023 | $1,226,548 | +1.0% | 5,010 | -1.6% | 0.33% | -8.3% |
| Q1 2023 | $1,214,477 | -3.9% | 5,093 | 0.0% | 0.36% | -12.6% |
| Q4 2022 | $1,263,319 | +10.8% | 5,093 | -0.0% | 0.41% | +0.7% |
| Q3 2022 | $1,140,000 | -5.0% | 5,094 | 0.0% | 0.41% | -0.2% |
| Q2 2022 | $1,200,000 | -7.4% | 5,094 | 0.0% | 0.41% | +5.4% |
| Q1 2022 | $1,296,000 | -4.5% | 5,094 | 0.0% | 0.39% | -3.2% |
| Q4 2021 | $1,357,000 | +8.8% | 5,094 | +1.0% | 0.40% | -4.5% |
| Q3 2021 | $1,247,000 | -3.1% | 5,044 | -3.1% | 0.42% | -5.8% |
| Q2 2021 | $1,287,000 | +8.8% | 5,208 | +0.7% | 0.45% | -2.2% |
| Q1 2021 | $1,183,000 | +2.2% | 5,173 | 0.0% | 0.46% | -5.8% |
| Q4 2020 | $1,157,000 | +9.7% | 5,173 | 0.0% | 0.49% | -3.6% |
| Q3 2020 | $1,055,000 | +5.1% | 5,173 | -0.7% | 0.50% | -4.9% |
| Q2 2020 | $1,004,000 | +15.5% | 5,209 | -0.4% | 0.53% | -4.7% |
| Q1 2020 | $869,000 | -14.5% | 5,230 | -1.3% | 0.56% | +0.4% |
| Q4 2019 | $1,016,000 | +19.5% | 5,298 | +4.5% | 0.55% | +7.8% |
| Q3 2019 | $850,000 | -3.6% | 5,068 | 0.0% | 0.51% | -3.0% |
| Q2 2019 | $882,000 | +0.9% | 5,068 | 0.0% | 0.53% | -6.9% |
| Q1 2019 | $874,000 | +7.4% | 5,068 | 0.0% | 0.57% | -3.2% |
| Q4 2018 | $814,000 | – | 5,068 | – | 0.59% | – |
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% |