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 | $1,204,182 | -31.1% | 5,122 | -28.3% | 0.40% | +16.4% |
| Q2 2023 | $1,747,770 | +0.2% | 7,139 | -2.4% | 0.34% | -3.9% |
| Q1 2023 | $1,745,050 | -16.6% | 7,318 | -13.2% | 0.36% | -20.7% |
| Q4 2022 | $2,091,676 | +3.8% | 8,432 | -6.4% | 0.45% | -4.7% |
| Q3 2022 | $2,015,000 | -18.7% | 9,008 | -14.4% | 0.47% | -6.7% |
| Q2 2022 | $2,477,000 | -23.6% | 10,519 | -17.4% | 0.50% | -6.7% |
| Q1 2022 | $3,241,000 | -3.4% | 12,742 | +1.2% | 0.54% | +0.9% |
| Q4 2021 | $3,355,000 | +4.9% | 12,592 | -2.7% | 0.54% | -34.6% |
| Q3 2021 | $3,198,000 | -1.4% | 12,937 | -1.5% | 0.82% | -2.0% |
| Q2 2021 | $3,245,000 | +50.5% | 13,132 | +39.3% | 0.84% | +13.6% |
| Q1 2021 | $2,156,000 | +25.5% | 9,427 | +22.8% | 0.74% | +103.6% |
| Q4 2020 | $1,718,000 | +365.6% | 7,677 | +324.1% | 0.36% | +120.7% |
| Q3 2020 | $369,000 | +43.0% | 1,810 | +34.4% | 0.16% | +0.6% |
| Q4 2019 | $258,000 | – | 1,347 | – | 0.16% | – |
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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% |