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 | $842 | -4.0% | 3,582 | 0.0% | 0.35% | -45.3% |
| Q2 2023 | $877 | -1.3% | 3,582 | 0.0% | 0.64% | +72.0% |
| Q4 2022 | $889 | -99.9% | 3,582 | 0.0% | 0.37% | -1.3% |
| Q3 2022 | $801,000 | -5.1% | 3,582 | 0.0% | 0.38% | +0.5% |
| Q2 2022 | $844,000 | -7.4% | 3,582 | 0.0% | 0.38% | -0.5% |
| Q1 2022 | $911,000 | -4.5% | 3,582 | 0.0% | 0.38% | +10.2% |
| Q4 2021 | $954,000 | +7.8% | 3,582 | 0.0% | 0.34% | -9.0% |
| Q3 2021 | $885,000 | +0.5% | 3,582 | +0.5% | 0.38% | -19.7% |
| Q2 2021 | $881,000 | +8.9% | 3,565 | +0.8% | 0.47% | +21.9% |
| Q1 2021 | $809,000 | +2.3% | 3,536 | 0.0% | 0.38% | -6.6% |
| Q4 2020 | $791,000 | +9.7% | 3,536 | 0.0% | 0.41% | +0.7% |
| Q3 2020 | $721,000 | +6.5% | 3,536 | +0.6% | 0.41% | +0.5% |
| Q2 2020 | $677,000 | +15.9% | 3,516 | 0.0% | 0.41% | -0.7% |
| Q1 2020 | $584,000 | -13.4% | 3,516 | 0.0% | 0.41% | -8.9% |
| Q4 2019 | $674,000 | – | 3,516 | – | 0.45% | – |
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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% |