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 | $382,302 | -8.1% | 1,684 | 0.0% | 0.18% | -4.3% |
Q2 2023 | $415,847 | +10.0% | 1,684 | +8.7% | 0.18% | -10.2% |
Q4 2022 | $378,033 | +5.3% | 1,549 | 0.0% | 0.20% | +17.8% |
Q3 2022 | $359,000 | -51.5% | 1,549 | -48.8% | 0.17% | +1.8% |
Q2 2022 | $740,000 | +84.1% | 3,026 | +98.6% | 0.17% | +0.6% |
Q1 2022 | $402,000 | +12.0% | 1,524 | +2.5% | 0.17% | +12.6% |
Q4 2021 | $359,000 | -31.5% | 1,487 | -45.6% | 0.15% | -68.4% |
Q4 2019 | $524,000 | +8.5% | 2,731 | -5.3% | 0.48% | +5.5% |
Q3 2019 | $483,000 | -8.0% | 2,883 | -4.5% | 0.45% | -11.4% |
Q2 2019 | $525,000 | -5.6% | 3,020 | -6.4% | 0.51% | +10.4% |
Q1 2019 | $556,000 | +34.6% | 3,226 | +25.5% | 0.46% | +5.7% |
Q4 2018 | $413,000 | -16.9% | 2,571 | -6.7% | 0.44% | +33.5% |
Q3 2018 | $497,000 | +11.9% | 2,755 | -1.1% | 0.33% | +13.5% |
Q2 2018 | $444,000 | +1.6% | 2,787 | -2.2% | 0.29% | -5.9% |
Q1 2018 | $437,000 | -5.6% | 2,849 | -5.1% | 0.31% | -1.3% |
Q4 2017 | $463,000 | – | 3,002 | – | 0.31% | – |
Download |
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% |