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 | $1,313 | -3.8% | 5,584 | +0.1% | 0.21% | -2.3% |
| Q2 2023 | $1,365 | +2.6% | 5,577 | 0.0% | 0.22% | 0.0% |
| Q1 2023 | $1,330 | -3.8% | 5,577 | +0.1% | 0.22% | -8.5% |
| Q4 2022 | $1,382 | -99.9% | 5,571 | +0.3% | 0.24% | +2.2% |
| Q3 2022 | $1,243,000 | -5.0% | 5,556 | 0.0% | 0.23% | -2.5% |
| Q2 2022 | $1,308,000 | -7.4% | 5,556 | +0.1% | 0.24% | +6.3% |
| Q1 2022 | $1,412,000 | -4.4% | 5,550 | +0.1% | 0.22% | +1.4% |
| Q4 2021 | $1,477,000 | +3.2% | 5,544 | +0.1% | 0.22% | -8.7% |
| Q3 2021 | $1,431,000 | -23.1% | 5,538 | -26.5% | 0.24% | -30.1% |
| Q2 2021 | $1,861,000 | +8.2% | 7,532 | +0.1% | 0.34% | +6.8% |
| Q1 2021 | $1,720,000 | – | 7,521 | – | 0.32% | – |
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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% |