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 | $143,881 | -44.7% | 612 | -42.4% | 0.09% | -42.8% |
| Q2 2023 | $259,999 | +2.7% | 1,062 | 0.0% | 0.16% | -0.6% |
| Q1 2023 | $253,245 | -3.9% | 1,062 | 0.0% | 0.16% | -6.4% |
| Q4 2022 | $263,429 | +10.7% | 1,062 | 0.0% | 0.17% | +0.6% |
| Q3 2022 | $238,000 | -4.8% | 1,062 | 0.0% | 0.17% | 0.0% |
| Q2 2022 | $250,000 | -7.4% | 1,062 | 0.0% | 0.17% | +4.3% |
| Q1 2022 | $270,000 | -4.6% | 1,062 | 0.0% | 0.16% | -2.4% |
| Q4 2021 | $283,000 | +8.0% | 1,062 | 0.0% | 0.17% | -1.2% |
| Q3 2021 | $262,000 | 0.0% | 1,062 | 0.0% | 0.17% | +0.6% |
| Q2 2021 | $262,000 | +7.8% | 1,062 | 0.0% | 0.17% | +0.6% |
| Q1 2021 | $243,000 | +2.1% | 1,062 | 0.0% | 0.17% | -4.6% |
| Q4 2020 | $238,000 | – | 1,062 | – | 0.18% | – |
Download | ||||||
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% |