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 | $2,287,224 | -73.5% | 9,729 | -72.4% | 0.20% | -73.5% |
| Q2 2023 | $8,639,183 | +21.8% | 35,288 | +18.6% | 0.74% | +14.2% |
| Q1 2023 | $7,093,923 | -0.4% | 29,749 | +3.6% | 0.65% | -6.5% |
| Q4 2022 | $7,119,735 | +14.0% | 28,703 | +2.8% | 0.70% | +5.1% |
| Q3 2022 | $6,246,000 | +1.3% | 27,919 | +6.6% | 0.66% | 0.0% |
| Q2 2022 | $6,166,000 | -3.1% | 26,182 | +4.7% | 0.66% | 0.0% |
| Q1 2022 | $6,362,000 | -13.5% | 25,009 | -9.4% | 0.66% | -11.3% |
| Q4 2021 | $7,356,000 | +8.4% | 27,611 | +0.6% | 0.74% | -1.6% |
| Q3 2021 | $6,785,000 | -29.1% | 27,453 | -29.1% | 0.76% | -32.5% |
| Q2 2021 | $9,564,000 | +19.0% | 38,699 | +10.2% | 1.12% | +2.8% |
| Q1 2021 | $8,034,000 | +21.4% | 35,122 | +18.7% | 1.09% | +10.5% |
| Q4 2020 | $6,618,000 | – | 29,580 | – | 0.99% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pariax, LLC | 18,636 | $4,443,941 | 13.52% |
| PGIM Custom Harvest LLC | 931,201 | $222,054,294 | 9.21% |
| AMI INVESTMENT MANAGEMENT INC | 79,910 | $19,055,338 | 8.89% |
| Allied Investment Advisors, LLC | 117,886 | $28,111,096 | 8.71% |
| BCM ADVISORS, LLC | 107,056 | $26,473,878 | 7.16% |
| Morningstar Investment Management LLC | 199,110 | $47,480 | 7.08% |
| Essex Private Wealth Management, LLC | 7,902 | $1,884,250 | 6.84% |
| PARAGON FINANCIAL PARTNERS, INC. | 27,101 | $6,462,422 | 6.77% |
| Wealth Management Solutions, LLC | 48,001 | $11,446,226 | 6.59% |
| ASSET PLANNING CORPORATION | 31,046 | $7,403,150 | 5.95% |