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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $986,328 | -1.9% | 3,708 | -0.2% | 0.16% | -4.2% |
| Q1 2024 | $1,005,252 | +7.9% | 3,716 | 0.0% | 0.17% | -34.9% |
| Q4 2023 | $931,601 | +6.6% | 3,716 | 0.0% | 0.26% | -10.5% |
| Q3 2023 | $873,632 | -9.7% | 3,716 | -5.9% | 0.28% | -5.3% |
| Q2 2023 | $967,284 | +2.7% | 3,951 | 0.0% | 0.30% | +20.9% |
| Q1 2023 | $942,155 | -3.9% | 3,951 | 0.0% | 0.25% | -25.7% |
| Q4 2022 | $980,046 | +10.9% | 3,951 | 0.0% | 0.34% | +34.0% |
| Q3 2022 | $884,000 | -4.9% | 3,951 | 0.0% | 0.25% | +48.8% |
| Q2 2022 | $930,000 | -7.5% | 3,951 | 0.0% | 0.17% | -41.5% |
| Q1 2022 | $1,005,000 | -4.6% | 3,951 | 0.0% | 0.29% | -0.3% |
| Q4 2021 | $1,053,000 | +65.8% | 3,951 | +54.4% | 0.29% | +44.7% |
| Q3 2021 | $635,000 | -77.9% | 2,559 | -78.0% | 0.20% | -39.0% |
| Q2 2021 | $2,869,000 | – | 11,609 | – | 0.33% | – |
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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% |