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 | $3,061,059 | +11.7% | 13,020 | +16.3% | 0.38% | +6.1% |
Q2 2023 | $2,741,651 | +4.6% | 11,199 | +1.8% | 0.36% | -0.3% |
Q1 2023 | $2,622,177 | +67.7% | 10,996 | +74.5% | 0.36% | +8.8% |
Q4 2022 | $1,563,218 | +8.9% | 6,302 | -1.8% | 0.33% | +2.8% |
Q3 2022 | $1,436,000 | -6.0% | 6,419 | -1.0% | 0.32% | +0.6% |
Q2 2022 | $1,527,000 | -17.7% | 6,484 | -11.1% | 0.32% | -9.3% |
Q1 2022 | $1,855,000 | -4.4% | 7,294 | +0.2% | 0.35% | -3.8% |
Q4 2021 | $1,940,000 | +3.0% | 7,281 | -4.4% | 0.37% | -6.6% |
Q3 2021 | $1,883,000 | +2.1% | 7,617 | +2.1% | 0.39% | +1.3% |
Q2 2021 | $1,844,000 | +5.0% | 7,462 | -2.8% | 0.39% | -5.1% |
Q1 2021 | $1,757,000 | -0.5% | 7,680 | -2.6% | 0.41% | -5.1% |
Q4 2020 | $1,765,000 | +13.3% | 7,889 | +3.3% | 0.43% | +5.1% |
Q3 2020 | $1,558,000 | +11.0% | 7,638 | +4.9% | 0.41% | +3.8% |
Q2 2020 | $1,403,000 | -10.1% | 7,283 | -22.5% | 0.40% | -26.7% |
Q1 2020 | $1,560,000 | -6.5% | 9,394 | +7.9% | 0.54% | +14.4% |
Q4 2019 | $1,669,000 | +115.1% | 8,707 | +88.1% | 0.47% | +103.9% |
Q3 2019 | $776,000 | +176.2% | 4,629 | +186.4% | 0.23% | +178.3% |
Q2 2019 | $281,000 | – | 1,616 | – | 0.08% | – |
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% |