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 | $435,877 | -4.0% | 1,854 | 0.0% | 0.14% | -4.6% |
Q2 2023 | $453,897 | -14.6% | 1,854 | -16.9% | 0.15% | -20.0% |
Q1 2023 | $531,767 | -3.9% | 2,230 | 0.0% | 0.19% | -16.7% |
Q4 2022 | $553,152 | +10.9% | 2,230 | 0.0% | 0.23% | +4.1% |
Q3 2022 | $499,000 | -5.3% | 2,230 | 0.0% | 0.22% | +1.4% |
Q2 2022 | $527,000 | -7.1% | 2,230 | 0.0% | 0.22% | +16.8% |
Q1 2022 | $567,000 | -4.5% | 2,230 | 0.0% | 0.18% | +10.1% |
Q4 2021 | $594,000 | +7.8% | 2,230 | 0.0% | 0.17% | +5.0% |
Q3 2021 | $551,000 | 0.0% | 2,230 | 0.0% | 0.16% | +1.9% |
Q2 2021 | $551,000 | +8.0% | 2,230 | 0.0% | 0.16% | -1.9% |
Q1 2021 | $510,000 | -0.4% | 2,230 | -2.5% | 0.16% | -3.0% |
Q4 2020 | $512,000 | +9.6% | 2,287 | 0.0% | 0.16% | +15.4% |
Q3 2020 | $467,000 | 0.0% | 2,287 | -5.6% | 0.14% | -24.3% |
Q2 2020 | $467,000 | -29.2% | 2,423 | -39.0% | 0.19% | -42.6% |
Q1 2020 | $660,000 | -18.0% | 3,975 | -5.4% | 0.33% | +5.8% |
Q4 2019 | $805,000 | – | 4,203 | – | 0.31% | – |
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% |