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 | $97,567 | -4.0% | 415 | 0.0% | 0.03% | -5.6% |
| Q2 2023 | $101,600 | +49.5% | 415 | +45.6% | 0.04% | +44.0% |
| Q1 2023 | $67,961 | -3.9% | 285 | 0.0% | 0.02% | -7.4% |
| Q4 2022 | $70,694 | -99.9% | 285 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $63,755,000 | -5.0% | 285 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $67,118,000 | -9.1% | 285 | 0.0% | 0.03% | +3.8% |
| Q1 2022 | $73,804,000 | -2.8% | 285 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $75,930,000 | -14.4% | 285 | -20.6% | 0.03% | -21.2% |
| Q3 2021 | $88,730,000 | +0.0% | 359 | 0.0% | 0.03% | -5.7% |
| Q2 2021 | $88,720,000 | +8.0% | 359 | 0.0% | 0.04% | +2.9% |
| Q1 2021 | $82,121,000 | +2.2% | 359 | 0.0% | 0.03% | -10.5% |
| Q4 2020 | $80,319,000 | +9.7% | 359 | 0.0% | 0.04% | 0.0% |
| Q3 2020 | $73,236,000 | +5.9% | 359 | 0.0% | 0.04% | -2.6% |
| Q2 2020 | $69,161,000 | +115168.3% | 359 | 0.0% | 0.04% | -2.5% |
| Q1 2020 | $60,000 | -13.0% | 359 | 0.0% | 0.04% | +11.1% |
| Q4 2019 | $69,000 | +475.0% | 359 | +385.1% | 0.04% | +414.3% |
| Q3 2019 | $12,000 | -7.7% | 74 | 0.0% | 0.01% | -12.5% |
| Q2 2019 | $13,000 | 0.0% | 74 | 0.0% | 0.01% | -11.1% |
| Q1 2019 | $13,000 | – | 74 | – | 0.01% | – |
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% |