VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 876 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $653,944 | -4.0% | 2,782 | +0.0% | 0.06% | +5.3% |
| Q2 2023 | $680,848 | +2.7% | 2,781 | 0.0% | 0.06% | -1.7% |
| Q1 2023 | $663,161 | -3.2% | 2,781 | -0.5% | 0.06% | -1.7% |
| Q4 2022 | $685,205 | +13.3% | 2,794 | +3.3% | 0.06% | -4.8% |
| Q3 2022 | $605,000 | -46.7% | 2,705 | -43.9% | 0.06% | -44.1% |
| Q2 2022 | $1,136,000 | +164.8% | 4,826 | +185.7% | 0.11% | +200.0% |
| Q1 2022 | $429,000 | +4.4% | 1,689 | +9.5% | 0.04% | +5.7% |
| Q4 2021 | $411,000 | -56.8% | 1,543 | -59.9% | 0.04% | -59.3% |
| Q3 2021 | $952,000 | +332.7% | 3,852 | +331.4% | 0.09% | +330.0% |
| Q2 2021 | $220,000 | +8.4% | 893 | +0.3% | 0.02% | 0.0% |
| Q1 2021 | $203,000 | -99.8% | 890 | +59.5% | 0.02% | +42.9% |
| Q2 2020 | $107,653,000 | – | 558 | – | 0.01% | – |
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% |