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 | $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% | – |
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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% |