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 | $1,098,857 | -6.8% | 4,674 | -3.2% | 0.58% | -4.2% |
| Q2 2023 | $1,178,547 | +14.4% | 4,829 | +11.7% | 0.60% | +2.7% |
| Q1 2023 | $1,030,624 | -4.0% | 4,322 | -0.2% | 0.59% | -11.2% |
| Q4 2022 | $1,074,057 | +3.3% | 4,330 | -6.8% | 0.66% | -5.7% |
| Q3 2022 | $1,040,000 | -6.1% | 4,648 | -1.2% | 0.70% | -0.4% |
| Q2 2022 | $1,108,000 | -13.8% | 4,704 | -6.9% | 0.70% | +6.4% |
| Q1 2022 | $1,285,000 | -5.1% | 5,050 | -0.6% | 0.66% | +0.6% |
| Q4 2021 | $1,354,000 | +11.1% | 5,082 | +3.0% | 0.66% | -2.1% |
| Q3 2021 | $1,219,000 | +1.2% | 4,932 | +1.2% | 0.67% | +0.9% |
| Q2 2021 | $1,205,000 | +2.1% | 4,874 | -5.5% | 0.66% | -6.7% |
| Q1 2021 | $1,180,000 | +28.4% | 5,158 | +24.6% | 0.71% | +15.7% |
| Q4 2020 | $919,000 | – | 4,138 | – | 0.62% | – |
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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% |