VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 910 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $491,888 | +5.2% | 1,818 | +0.2% | 0.10% | -6.7% |
| Q4 2023 | $467,718 | +16.0% | 1,814 | +5.8% | 0.10% | -1.0% |
| Q3 2023 | $403,080 | -15.8% | 1,715 | -12.2% | 0.10% | -7.9% |
| Q2 2023 | $478,443 | -9.4% | 1,954 | -11.8% | 0.11% | -16.2% |
| Q1 2023 | $528,372 | +18.0% | 2,216 | +22.8% | 0.14% | +7.9% |
| Q4 2022 | $447,604 | -10.6% | 1,804 | -19.4% | 0.13% | -21.7% |
| Q3 2022 | $500,448 | -12.4% | 2,237 | -7.7% | 0.16% | -10.1% |
| Q2 2022 | $571,000 | -12.7% | 2,424 | -5.8% | 0.18% | +5.3% |
| Q1 2022 | $654,000 | -13.8% | 2,573 | -9.7% | 0.17% | -12.8% |
| Q4 2021 | $759,000 | -2.1% | 2,850 | -9.1% | 0.20% | -16.3% |
| Q3 2021 | $775,000 | -8.2% | 3,134 | -8.2% | 0.23% | -4.5% |
| Q2 2021 | $844,000 | +9.3% | 3,415 | +1.2% | 0.24% | -8.6% |
| Q1 2021 | $772,000 | +43.8% | 3,374 | +40.5% | 0.27% | +40.5% |
| Q4 2020 | $537,000 | +123.8% | 2,401 | +104.0% | 0.19% | +102.1% |
| Q3 2020 | $240,000 | – | 1,177 | – | 0.09% | – |
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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% |