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 | $967,449 | -7.0% | 4,115 | -3.2% | 0.47% | -3.9% |
| Q2 2023 | $1,040,498 | +0.4% | 4,250 | -2.2% | 0.48% | -6.0% |
| Q1 2023 | $1,036,598 | -0.9% | 4,347 | +3.1% | 0.52% | -5.8% |
| Q4 2022 | $1,045,540 | +17.2% | 4,215 | +5.7% | 0.55% | +6.6% |
| Q3 2022 | $892,000 | -2.5% | 3,986 | +2.5% | 0.51% | +1.4% |
| Q2 2022 | $915,000 | -9.0% | 3,887 | -1.7% | 0.51% | +5.0% |
| Q1 2022 | $1,006,000 | -4.2% | 3,955 | +0.4% | 0.48% | -2.6% |
| Q4 2021 | $1,050,000 | +17.4% | 3,940 | -1.5% | 0.50% | -8.0% |
| Q4 2020 | $894,000 | +13.7% | 3,998 | +3.8% | 0.54% | +1.5% |
| Q3 2020 | $786,000 | +6.9% | 3,852 | +0.9% | 0.53% | -0.7% |
| Q2 2020 | $735,000 | +18.9% | 3,816 | +2.6% | 0.54% | 0.0% |
| Q1 2020 | $618,000 | – | 3,720 | – | 0.54% | – |
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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% |