VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 876 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $372,827 | -3.9% | 1,586 | +0.1% | 0.32% | +0.3% |
| Q2 2023 | $388,075 | +2.7% | 1,585 | 0.0% | 0.32% | -7.6% |
| Q1 2023 | $377,994 | -3.8% | 1,585 | 0.0% | 0.34% | -8.0% |
| Q4 2022 | $393,047 | +11.0% | 1,585 | +0.1% | 0.37% | -2.4% |
| Q3 2022 | $354,000 | -5.1% | 1,583 | 0.0% | 0.38% | -1.0% |
| Q2 2022 | $373,000 | -7.4% | 1,583 | 0.0% | 0.39% | +17.3% |
| Q1 2022 | $403,000 | -25.2% | 1,583 | -21.8% | 0.33% | -5.2% |
| Q4 2021 | $539,000 | +7.8% | 2,024 | +0.0% | 0.35% | -7.0% |
| Q3 2021 | $500,000 | 0.0% | 2,023 | 0.0% | 0.37% | -1.1% |
| Q2 2021 | $500,000 | +20.5% | 2,023 | +11.4% | 0.38% | +4.7% |
| Q1 2021 | $415,000 | – | 1,816 | – | 0.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Morningstar Investment Management LLC | 340,321 | $80,009 | 11.96% |
| Pariax, LLC | 14,707 | $3,457,616 | 10.79% |
| Allied Investment Advisors, LLC | 124,596 | $29,292,520 | 8.76% |
| PGIM Custom Harvest LLC | 934,559 | $219,714,921 | 8.11% |
| Wealth Management Solutions, LLC | 47,169 | $11,089,475 | 7.60% |
| PARAGON FINANCIAL PARTNERS, INC. | 27,447 | $6,452,689 | 6.70% |
| Main Management ETF Advisors, LLC | 397,065 | $93,350 | 6.63% |
| Essex Private Wealth Management, LLC | 7,939 | $1,866,489 | 6.38% |
| ASSET PLANNING CORPORATION | 33,870 | $7,963,414 | 6.13% |
| Beacon Capital Management, Inc. | 665,273 | $156,405,682 | 5.80% |