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 | $2,781 | -2.4% | 11,824 | +1.6% | 2.11% | +0.9% |
| Q2 2023 | $2,849 | +4.6% | 11,635 | +1.9% | 2.09% | -1.4% |
| Q1 2023 | $2,723 | -4.7% | 11,417 | -0.9% | 2.12% | -14.7% |
| Q4 2022 | $2,858 | -99.9% | 11,519 | +5.6% | 2.48% | +5.2% |
| Q3 2022 | $2,441,000 | +1.0% | 10,911 | +6.3% | 2.36% | +0.2% |
| Q2 2022 | $2,418,000 | -5.1% | 10,267 | +2.5% | 2.36% | +2.9% |
| Q1 2022 | $2,549,000 | +18.4% | 10,019 | +24.1% | 2.29% | +25.1% |
| Q4 2021 | $2,152,000 | +20.1% | 8,076 | +11.4% | 1.83% | +10.4% |
| Q3 2021 | $1,792,000 | – | 7,251 | – | 1.66% | – |
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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% |