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 | $1,275,007 | -4.7% | 5,423 | -0.8% | 1.18% | +1.4% |
| Q2 2023 | $1,337,625 | +3.1% | 5,464 | +0.4% | 1.16% | +7.3% |
| Q1 2023 | $1,297,153 | -2.5% | 5,440 | +1.4% | 1.08% | -0.9% |
| Q4 2022 | $1,330,333 | +20.6% | 5,363 | +8.7% | 1.09% | +39.7% |
| Q3 2022 | $1,103,000 | -9.8% | 4,934 | +2.6% | 0.78% | +17.3% |
| Q1 2022 | $1,223,000 | -2.8% | 4,809 | +1.8% | 0.67% | +0.3% |
| Q4 2021 | $1,258,000 | +8.5% | 4,723 | +0.7% | 0.66% | +2.5% |
| Q3 2021 | $1,159,000 | -2.2% | 4,692 | -2.2% | 0.65% | -0.6% |
| Q2 2021 | $1,185,000 | +6.9% | 4,798 | -1.0% | 0.65% | +0.6% |
| Q1 2021 | $1,108,000 | +1.6% | 4,845 | -0.7% | 0.65% | -4.7% |
| Q4 2020 | $1,091,000 | +15.4% | 4,880 | +5.3% | 0.68% | +0.9% |
| Q3 2020 | $945,000 | +31.4% | 4,635 | +24.1% | 0.67% | +14.8% |
| Q2 2020 | $719,000 | +52.3% | 3,735 | +31.4% | 0.59% | +18.3% |
| Q1 2020 | $472,000 | -6.5% | 2,843 | +7.8% | 0.50% | +17.5% |
| Q4 2019 | $505,000 | – | 2,638 | – | 0.42% | – |
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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% |