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 | $5,927,576 | -10.6% | 25,213 | -6.9% | 1.66% | -9.9% |
| Q2 2023 | $6,628,746 | -2.2% | 27,076 | -4.7% | 1.85% | -6.6% |
| Q1 2023 | $6,776,795 | -1.5% | 28,419 | +2.5% | 1.98% | -9.6% |
| Q4 2022 | $6,877,682 | +10.2% | 27,727 | -0.6% | 2.19% | -12.8% |
| Q3 2022 | $6,242,000 | -2.5% | 27,902 | +2.6% | 2.51% | +2.4% |
| Q2 2022 | $6,405,000 | -6.4% | 27,199 | +1.1% | 2.45% | +18.0% |
| Q1 2022 | $6,841,000 | +1.1% | 26,894 | +5.9% | 2.08% | +9.5% |
| Q4 2021 | $6,766,000 | +58.0% | 25,396 | +46.6% | 1.90% | +45.5% |
| Q3 2021 | $4,283,000 | +0.0% | 17,328 | 0.0% | 1.30% | +2.9% |
| Q2 2021 | $4,282,000 | +8.4% | 17,328 | +0.3% | 1.26% | -2.5% |
| Q1 2021 | $3,952,000 | +1.2% | 17,278 | -1.0% | 1.30% | -15.9% |
| Q4 2020 | $3,905,000 | +1.0% | 17,453 | -7.9% | 1.54% | -17.4% |
| Q3 2020 | $3,866,000 | +4.4% | 18,953 | -1.4% | 1.87% | -4.5% |
| Q2 2020 | $3,704,000 | +24.2% | 19,228 | +7.1% | 1.96% | -8.7% |
| Q1 2020 | $2,982,000 | +0.3% | 17,953 | +16.9% | 2.14% | +26.5% |
| Q4 2019 | $2,973,000 | +16.3% | 15,353 | +0.7% | 1.69% | +5.5% |
| Q3 2019 | $2,557,000 | -3.4% | 15,250 | +0.2% | 1.60% | -5.6% |
| Q2 2019 | $2,648,000 | +20.6% | 15,225 | +19.6% | 1.70% | +17.2% |
| Q1 2019 | $2,195,000 | – | 12,725 | – | 1.45% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Morningstar Investment Management LLC | 340,321 | $80,009 | 11.96% |
| Pariax, LLC | 14,707 | $3,457,616 | 10.79% |
| Allied Investment Advisors, LLC | 124,596 | $29,292,520 | 8.76% |
| PGIM Custom Harvest LLC | 934,559 | $219,714,921 | 8.11% |
| Wealth Management Solutions, LLC | 47,169 | $11,089,475 | 7.60% |
| PARAGON FINANCIAL PARTNERS, INC. | 27,447 | $6,452,689 | 6.70% |
| Main Management ETF Advisors, LLC | 397,065 | $93,350 | 6.63% |
| Essex Private Wealth Management, LLC | 7,939 | $1,866,489 | 6.38% |
| ASSET PLANNING CORPORATION | 33,870 | $7,963,414 | 6.13% |
| Beacon Capital Management, Inc. | 665,273 | $156,405,682 | 5.80% |