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 | $3,156,478 | +2.4% | 13,426 | +6.6% | 0.20% | +8.5% |
| Q2 2023 | $3,083,966 | +8.6% | 12,597 | +5.7% | 0.19% | +2.2% |
| Q1 2023 | $2,840,666 | +0.6% | 11,913 | +4.6% | 0.18% | -7.5% |
| Q4 2022 | $2,824,511 | +110405.1% | 11,387 | -0.4% | 0.20% | -0.5% |
| Q3 2022 | $2,556 | +4.6% | 11,428 | +10.1% | 0.20% | +3.6% |
| Q2 2022 | $2,444 | -8.6% | 10,379 | -1.3% | 0.19% | +6.6% |
| Q1 2022 | $2,674 | +2.1% | 10,512 | +6.9% | 0.18% | -10.8% |
| Q4 2021 | $2,619 | +986.7% | 9,829 | +907.1% | 0.20% | +745.8% |
| Q3 2021 | $241 | 0.0% | 976 | 0.0% | 0.02% | -17.2% |
| Q2 2021 | $241 | -99.9% | 976 | -43.4% | 0.03% | -60.8% |
| Q1 2020 | $287,000 | +32.9% | 1,725 | +53.3% | 0.07% | +39.6% |
| Q4 2019 | $216,000 | -40.8% | 1,125 | -48.3% | 0.05% | -43.0% |
| Q3 2019 | $365,000 | +8.6% | 2,174 | +12.6% | 0.09% | -8.8% |
| Q2 2019 | $336,000 | -63.7% | 1,930 | -64.0% | 0.10% | -70.0% |
| Q1 2019 | $925,000 | +1.1% | 5,362 | -5.9% | 0.34% | -36.2% |
| Q4 2018 | $915,000 | – | 5,697 | – | 0.53% | – |
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% |