VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 948 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,254,019 | -2.0% | 12,233 | -0.3% | 1.66% | -9.8% |
| Q1 2024 | $3,319,685 | +12.9% | 12,271 | +4.7% | 1.84% | +0.8% |
| Q4 2023 | $2,939,491 | +12.6% | 11,725 | +5.6% | 1.82% | -3.0% |
| Q3 2023 | $2,611,594 | +6.4% | 11,108 | +10.8% | 1.88% | +9.8% |
| Q2 2023 | $2,453,812 | +20.1% | 10,023 | +17.0% | 1.71% | +1.1% |
| Q1 2023 | $2,043,180 | +8.0% | 8,568 | +12.4% | 1.69% | +0.9% |
| Q4 2022 | $1,891,652 | +53.7% | 7,626 | +38.6% | 1.68% | +36.6% |
| Q3 2022 | $1,231,000 | +2.9% | 5,502 | +8.4% | 1.23% | +5.9% |
| Q2 2022 | $1,196,000 | +10.3% | 5,077 | +19.2% | 1.16% | +26.6% |
| Q1 2022 | $1,084,000 | -6.5% | 4,260 | -2.1% | 0.92% | -4.7% |
| Q4 2021 | $1,159,000 | +8.0% | 4,351 | +0.2% | 0.96% | -6.6% |
| Q3 2021 | $1,073,000 | +19.0% | 4,343 | +19.0% | 1.03% | +29.1% |
| Q2 2021 | $902,000 | +27.9% | 3,651 | +18.5% | 0.80% | +25.3% |
| Q1 2021 | $705,000 | +13.9% | 3,082 | +11.4% | 0.64% | -3.9% |
| Q4 2020 | $619,000 | – | 2,767 | – | 0.66% | – |
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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% |
| EXECUTIVE WEALTH GROUP LLC | 50,777 | $12,108,312 | 8.57% |
| BCM ADVISORS, LLC | 107,056 | $26,473,878 | 7.16% |
| Morningstar Investment Management LLC | 199,110 | $47,480 | 7.06% |
| 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% |