VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 22 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $876,534 | -14.6% | 3,728 | -11.1% | 0.77% | -7.8% |
| Q2 2023 | $1,026,688 | +2.7% | 4,194 | 0.0% | 0.84% | -0.8% |
| Q1 2023 | $1,000,017 | -3.6% | 4,194 | +0.3% | 0.84% | -6.2% |
| Q4 2022 | $1,037,510 | +10.8% | 4,183 | +0.0% | 0.90% | -1.2% |
| Q3 2022 | $936,000 | -5.0% | 4,182 | 0.0% | 0.91% | +9.2% |
| Q2 2022 | $985,000 | -4.5% | 4,182 | +3.2% | 0.83% | -13.7% |
| Q1 2022 | $1,031,000 | -7.8% | 4,051 | -3.4% | 0.97% | +2.7% |
| Q4 2021 | $1,118,000 | -3.8% | 4,195 | -10.8% | 0.94% | -1.8% |
| Q3 2021 | $1,162,000 | +0.1% | 4,701 | +0.0% | 0.96% | -7.7% |
| Q2 2021 | $1,161,000 | +11.4% | 4,699 | +3.2% | 1.04% | -3.4% |
| Q1 2021 | $1,042,000 | – | 4,554 | – | 1.08% | – |
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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% |