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 | $3,790,282 | -2.3% | 16,122 | +1.7% | 2.66% | +1.9% |
| Q2 2023 | $3,879,663 | +3.7% | 15,847 | +5.0% | 2.61% | -7.5% |
| Q4 2022 | $3,742,578 | +15.5% | 15,088 | +4.1% | 2.82% | +11.4% |
| Q3 2022 | $3,241,000 | -5.0% | 14,488 | -0.0% | 2.53% | -0.2% |
| Q2 2022 | $3,413,000 | -7.2% | 14,491 | +0.3% | 2.54% | +10.4% |
| Q1 2022 | $3,677,000 | -2.5% | 14,453 | +2.1% | 2.30% | +0.8% |
| Q4 2021 | $3,771,000 | +7.8% | 14,153 | 0.0% | 2.28% | +1.9% |
| Q3 2021 | $3,498,000 | +7.9% | 14,153 | +7.9% | 2.24% | +7.2% |
| Q2 2021 | $3,242,000 | +10.6% | 13,119 | +2.3% | 2.09% | +1.4% |
| Q1 2021 | $2,932,000 | +3.5% | 12,819 | +1.2% | 2.06% | -1.4% |
| Q4 2020 | $2,834,000 | +10.5% | 12,669 | +0.8% | 2.09% | +2.5% |
| Q3 2020 | $2,564,000 | +12.0% | 12,569 | +5.7% | 2.04% | -6.7% |
| Q2 2020 | $2,290,000 | +18.8% | 11,889 | +2.5% | 2.18% | -2.4% |
| Q1 2020 | $1,927,000 | -6.5% | 11,603 | +7.9% | 2.24% | +13.0% |
| Q4 2019 | $2,062,000 | – | 10,753 | – | 1.98% | – |
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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% |