VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 948 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,744,960 | -1.7% | 6,560 | 0.0% | 0.57% | -5.9% |
| Q1 2024 | $1,774,611 | +1.9% | 6,560 | -5.5% | 0.61% | -7.9% |
| Q4 2023 | $1,741,112 | +4.0% | 6,945 | -2.5% | 0.66% | -9.0% |
| Q3 2023 | $1,673,912 | -4.0% | 7,120 | 0.0% | 0.72% | -1.1% |
| Q2 2023 | $1,743,118 | +10.8% | 7,120 | +7.9% | 0.73% | +2.1% |
| Q1 2023 | $1,573,836 | -2.4% | 6,600 | +1.5% | 0.72% | -11.5% |
| Q4 2022 | $1,612,821 | +15.2% | 6,502 | +3.9% | 0.81% | +6.2% |
| Q3 2022 | $1,400,000 | -4.2% | 6,257 | +0.8% | 0.76% | +3.5% |
| Q2 2022 | $1,462,000 | -6.9% | 6,207 | +0.6% | 0.74% | +11.3% |
| Q1 2022 | $1,570,000 | +2.3% | 6,172 | +7.2% | 0.66% | +5.9% |
| Q4 2021 | $1,535,000 | +7.6% | 5,760 | -0.2% | 0.63% | -0.3% |
| Q3 2021 | $1,426,000 | +0.7% | 5,770 | +0.7% | 0.63% | +0.5% |
| Q2 2021 | $1,416,000 | +15.9% | 5,730 | +7.2% | 0.62% | +19.3% |
| Q1 2021 | $1,222,000 | +27.6% | 5,343 | +24.7% | 0.52% | +21.3% |
| Q4 2020 | $958,000 | +34.2% | 4,283 | +22.4% | 0.43% | +33.7% |
| Q3 2020 | $714,000 | +10.7% | 3,500 | +4.5% | 0.32% | +0.3% |
| Q2 2020 | $645,000 | +18.3% | 3,350 | +2.1% | 0.32% | -2.1% |
| Q1 2020 | $545,000 | -23.8% | 3,280 | -11.9% | 0.33% | +13.1% |
| Q4 2019 | $715,000 | +5.1% | 3,725 | 0.0% | 0.29% | +0.3% |
| Q3 2019 | $680,000 | +20.1% | 3,725 | +14.7% | 0.29% | +13.7% |
| Q2 2019 | $566,000 | +15.7% | 3,247 | +12.7% | 0.26% | +10.4% |
| Q1 2019 | $489,000 | – | 2,880 | – | 0.23% | – |
Download | ||||||
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% |