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 | $223,815 | -13.9% | 952 | -10.4% | 0.02% | -8.0% |
| Q2 2023 | $259,999 | +2.7% | 1,062 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $253,245 | -3.9% | 1,062 | 0.0% | 0.02% | -7.4% |
| Q4 2022 | $263,429 | +9.8% | 1,062 | -0.8% | 0.03% | +8.0% |
| Q3 2022 | $240,000 | -10.1% | 1,071 | -5.4% | 0.02% | -7.4% |
| Q2 2022 | $267,000 | -7.3% | 1,132 | 0.0% | 0.03% | +3.8% |
| Q1 2022 | $288,000 | -16.0% | 1,132 | -12.0% | 0.03% | -13.3% |
| Q4 2021 | $343,000 | +9.6% | 1,286 | +1.6% | 0.03% | 0.0% |
| Q3 2021 | $313,000 | 0.0% | 1,266 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $313,000 | +7.9% | 1,266 | 0.0% | 0.03% | +3.4% |
| Q1 2021 | $290,000 | +4.7% | 1,266 | +2.3% | 0.03% | 0.0% |
| Q4 2020 | $277,000 | – | 1,238 | – | 0.03% | – |
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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% |