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 | $381,940 | -22.2% | 1,625 | -19.0% | 0.05% | -24.3% |
| Q2 2023 | $490,771 | -20.8% | 2,005 | -22.9% | 0.07% | -27.8% |
| Q1 2023 | $619,904 | -10.1% | 2,600 | -6.4% | 0.10% | -24.8% |
| Q4 2022 | $689,329 | -13.1% | 2,779 | -21.6% | 0.13% | -13.4% |
| Q3 2022 | $793,000 | -16.0% | 3,545 | -11.8% | 0.15% | -19.5% |
| Q2 2022 | $944,000 | -4.6% | 4,017 | -3.0% | 0.18% | +20.1% |
| Q1 2022 | $989,000 | +601.4% | 4,140 | +387.6% | 0.15% | +250.0% |
| Q1 2020 | $141,000 | -15.6% | 849 | -2.7% | 0.04% | -20.0% |
| Q4 2019 | $167,000 | – | 873 | – | 0.06% | – |
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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% |