VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 893 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $996,129 | -3.9% | 4,237 | +0.0% | 0.18% | -5.9% |
| Q2 2023 | $1,037,062 | +5.6% | 4,236 | +2.9% | 0.19% | 0.0% |
| Q1 2023 | $981,744 | +1.4% | 4,117 | +5.5% | 0.19% | -5.5% |
| Q4 2022 | $967,890 | +15.5% | 3,902 | +4.2% | 0.20% | +1.5% |
| Q3 2022 | $838,000 | -25.8% | 3,746 | -21.9% | 0.20% | -25.5% |
| Q2 2022 | $1,129,000 | +1.4% | 4,795 | +9.5% | 0.26% | +11.4% |
| Q1 2022 | $1,113,000 | +8.0% | 4,377 | +13.1% | 0.24% | +8.8% |
| Q4 2021 | $1,031,000 | +17.8% | 3,870 | +9.4% | 0.22% | +1.4% |
| Q3 2021 | $875,000 | +41.8% | 3,539 | +41.8% | 0.21% | +33.8% |
| Q2 2021 | $617,000 | +38.3% | 2,495 | +28.0% | 0.16% | +22.1% |
| Q1 2021 | $446,000 | +23.9% | 1,949 | +21.2% | 0.13% | +8.3% |
| Q4 2020 | $360,000 | +18.8% | 1,608 | +8.3% | 0.12% | +12.0% |
| Q3 2020 | $303,000 | +33.5% | 1,485 | +26.1% | 0.11% | +20.0% |
| Q2 2020 | $227,000 | – | 1,178 | – | 0.09% | – |
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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% |