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 | $748,088 | -4.0% | 3,182 | 0.0% | 0.45% | -3.5% |
| Q2 2023 | $779,017 | +2.7% | 3,182 | 0.0% | 0.46% | -4.7% |
| Q1 2023 | $758,780 | -3.9% | 3,182 | 0.0% | 0.48% | -10.5% |
| Q4 2022 | $789,295 | +10.9% | 3,182 | 0.0% | 0.54% | 0.0% |
| Q3 2022 | $712,000 | -4.9% | 3,182 | 0.0% | 0.54% | -0.4% |
| Q2 2022 | $749,000 | -7.4% | 3,182 | 0.0% | 0.54% | +7.1% |
| Q1 2022 | $809,000 | -4.6% | 3,182 | 0.0% | 0.51% | -5.9% |
| Q4 2021 | $848,000 | +7.9% | 3,182 | 0.0% | 0.54% | -2.7% |
| Q3 2021 | $786,000 | -8.7% | 3,182 | -8.6% | 0.56% | -10.6% |
| Q2 2021 | $861,000 | +36.2% | 3,482 | +26.1% | 0.62% | +9.1% |
| Q1 2021 | $632,000 | +2.3% | 2,762 | 0.0% | 0.57% | -6.9% |
| Q4 2020 | $618,000 | – | 2,762 | – | 0.61% | – |
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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% |