VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 876 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $124,549 | -3.7% | 530 | +0.4% | 0.03% | +3.3% |
| Q2 2023 | $129,280 | -18.6% | 528 | -20.7% | 0.03% | -23.1% |
| Q1 2023 | $158,728 | -3.8% | 666 | 0.0% | 0.04% | -11.4% |
| Q4 2022 | $165,078 | +7.9% | 666 | -2.8% | 0.04% | -4.3% |
| Q3 2022 | $153,000 | +135.4% | 685 | +145.5% | 0.05% | +142.1% |
| Q2 2022 | $65,000 | +32.7% | 279 | +42.3% | 0.02% | +58.3% |
| Q1 2022 | $49,000 | -5.8% | 196 | 0.0% | 0.01% | -7.7% |
| Q4 2021 | $52,000 | +8.3% | 196 | 0.0% | 0.01% | +8.3% |
| Q3 2021 | $48,000 | +9.1% | 196 | +8.3% | 0.01% | +9.1% |
| Q2 2021 | $44,000 | +51.7% | 181 | +42.5% | 0.01% | +37.5% |
| Q1 2021 | $29,000 | +38.1% | 127 | +41.1% | 0.01% | +33.3% |
| Q4 2020 | $21,000 | – | 90 | – | 0.01% | – |
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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% |