VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 894 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,982,680 | -21.9% | 7,454 | -20.5% | 0.22% | +1.4% |
| Q1 2024 | $2,537,352 | +44.4% | 9,380 | +25.5% | 0.22% | +19.1% |
| Q4 2023 | $1,756,667 | 0.0% | 7,472 | 0.0% | 0.18% | 0.0% |
| Q3 2023 | $1,756,667 | -5.6% | 7,472 | -1.7% | 0.18% | -7.6% |
| Q2 2023 | $1,861,611 | +2.6% | 7,604 | -0.1% | 0.20% | -8.3% |
| Q1 2023 | $1,814,204 | -3.9% | 7,608 | -0.1% | 0.22% | -9.6% |
| Q4 2022 | $1,888,653 | +152.8% | 7,614 | +128.1% | 0.24% | +113.4% |
| Q3 2022 | $747,000 | -4.4% | 3,338 | +0.7% | 0.11% | -7.4% |
| Q2 2022 | $781,000 | +8.8% | 3,315 | +17.5% | 0.12% | +16.3% |
| Q1 2022 | $718,000 | -3.5% | 2,821 | +1.0% | 0.10% | -1.0% |
| Q4 2021 | $744,000 | +8.6% | 2,794 | +0.8% | 0.10% | -1.9% |
| Q3 2021 | $685,000 | +0.1% | 2,772 | +0.2% | 0.11% | 0.0% |
| Q2 2021 | $684,000 | +8.1% | 2,767 | 0.0% | 0.11% | 0.0% |
| Q1 2021 | $633,000 | +1.4% | 2,767 | -0.7% | 0.11% | -7.8% |
| Q4 2020 | $624,000 | +11.2% | 2,787 | +1.3% | 0.12% | -0.9% |
| Q3 2020 | $561,000 | +6.9% | 2,750 | +1.0% | 0.12% | +3.5% |
| Q2 2020 | $525,000 | +17.7% | 2,723 | +1.5% | 0.11% | -1.7% |
| Q1 2020 | $446,000 | – | 2,683 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pariax, LLC | 18,636 | $4,443,941 | 13.52% |
| PGIM Custom Harvest LLC | 931,201 | $222,054,294 | 9.21% |
| AMI INVESTMENT MANAGEMENT INC | 79,910 | $19,055,338 | 8.89% |
| Allied Investment Advisors, LLC | 117,886 | $28,111,096 | 8.71% |
| EXECUTIVE WEALTH GROUP LLC | 50,777 | $12,108,312 | 8.57% |
| BCM ADVISORS, LLC | 107,056 | $26,473,878 | 7.16% |
| Morningstar Investment Management LLC | 199,110 | $47,480 | 7.06% |
| Essex Private Wealth Management, LLC | 7,902 | $1,884,250 | 6.84% |
| PARAGON FINANCIAL PARTNERS, INC. | 27,101 | $6,462,422 | 6.77% |
| Wealth Management Solutions, LLC | 48,001 | $11,446,226 | 6.59% |