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 | $309,929 | -1.7% | 1,166 | 0.0% | 0.06% | -6.7% |
| Q1 2024 | $315,197 | +30.6% | 1,166 | +21.2% | 0.06% | +17.6% |
| Q4 2023 | $241,374 | +8.0% | 962 | +1.2% | 0.05% | 0.0% |
| Q3 2023 | $223,568 | -0.5% | 951 | +3.6% | 0.05% | +2.0% |
| Q2 2023 | $224,684 | -5.8% | 918 | -8.3% | 0.05% | -10.7% |
| Q1 2023 | $238,639 | -3.5% | 1,001 | 0.0% | 0.06% | -34.9% |
| Q4 2022 | $247,173 | +19.4% | 1,001 | +8.2% | 0.09% | +6.2% |
| Q3 2022 | $207,000 | -15.5% | 925 | -7.5% | 0.08% | -2.4% |
| Q2 2022 | $245,000 | -3.9% | 1,000 | -0.4% | 0.08% | +9.2% |
| Q1 2022 | $255,000 | -11.1% | 1,004 | -6.8% | 0.08% | -10.6% |
| Q4 2021 | $287,000 | +5.5% | 1,077 | +3.4% | 0.08% | +4.9% |
| Q3 2021 | $272,000 | – | 1,042 | – | 0.08% | – |
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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% |