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 | $263,312 | +29.3% | 1,120 | +34.6% | 0.02% | +26.3% |
| Q2 2023 | $203,690 | -2.4% | 832 | -1.1% | 0.02% | -20.8% |
| Q4 2022 | $208,610 | -9.3% | 841 | -6.9% | 0.02% | -11.1% |
| Q1 2022 | $230,000 | -2.1% | 903 | +2.5% | 0.03% | -10.0% |
| Q4 2021 | $235,000 | +18.7% | 881 | +10.1% | 0.03% | -3.2% |
| Q2 2021 | $198,000 | +1064.7% | 800 | +700.0% | 0.03% | +138.5% |
| Q3 2019 | $17,000 | – | 100 | – | 0.01% | – |
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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% |