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 | $7,521,511 | -4.1% | 31,993 | -0.2% | 1.76% | -6.3% |
| Q2 2023 | $7,846,082 | +1332.8% | 32,048 | +1295.8% | 1.88% | +757.1% |
| Q1 2023 | $547,592 | -4.2% | 2,296 | -0.4% | 0.22% | -6.0% |
| Q4 2022 | $571,787 | +10.6% | 2,306 | 0.0% | 0.23% | -1.3% |
| Q3 2022 | $517,000 | -6.7% | 2,306 | -0.1% | 0.24% | -4.5% |
| Q2 2022 | $554,000 | +0.7% | 2,309 | +1.9% | 0.25% | +18.2% |
| Q1 2022 | $550,000 | -8.3% | 2,267 | 0.0% | 0.21% | +3.5% |
| Q4 2021 | $600,000 | +58.3% | 2,267 | +47.6% | 0.20% | +42.3% |
| Q3 2021 | $379,000 | – | 1,536 | – | 0.14% | – |
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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% |