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 | $2,089,807 | 0.0% | 8,536 | 0.0% | 0.48% | +5.0% |
| Q2 2023 | $2,089,807 | +2.6% | 8,536 | -0.1% | 0.46% | -7.7% |
| Q1 2023 | $2,037,663 | -2.5% | 8,545 | +1.5% | 0.50% | -2.8% |
| Q4 2022 | $2,088,853 | +10.1% | 8,421 | -0.7% | 0.51% | +2.4% |
| Q3 2022 | $1,897,000 | -1.0% | 8,478 | +5.5% | 0.50% | +5.7% |
| Q2 2022 | $1,917,000 | +36.9% | 8,038 | +46.0% | 0.47% | +68.5% |
| Q1 2022 | $1,400,000 | -17.2% | 5,505 | -13.3% | 0.28% | -25.0% |
| Q4 2021 | $1,691,000 | +12.0% | 6,347 | +3.9% | 0.37% | +4.5% |
| Q3 2021 | $1,510,000 | +1.3% | 6,108 | +1.3% | 0.36% | +0.8% |
| Q2 2021 | $1,490,000 | +15.8% | 6,031 | +7.2% | 0.35% | +4.1% |
| Q1 2021 | $1,287,000 | +283.0% | 5,624 | +274.9% | 0.34% | +256.8% |
| Q4 2020 | $336,000 | – | 1,500 | – | 0.10% | – |
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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% |