VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 894 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $277 | -99.9% | 1,044 | -1.5% | 0.08% | -8.2% |
| Q1 2024 | $286,837 | +90671.2% | 1,060 | -16.1% | 0.08% | -18.3% |
| Q4 2023 | $316 | -99.9% | 1,263 | -9.1% | 0.10% | -11.9% |
| Q3 2023 | $326,979 | +98984.5% | 1,390 | +0.5% | 0.12% | -7.1% |
| Q1 2023 | $330 | -99.9% | 1,383 | -41.5% | 0.13% | -41.7% |
| Q3 2022 | $529,000 | -9.3% | 2,366 | -4.4% | 0.22% | -16.2% |
| Q2 2022 | $583,000 | -26.8% | 2,474 | -20.9% | 0.26% | -19.0% |
| Q1 2022 | $796,000 | -12.4% | 3,129 | -8.3% | 0.32% | -5.3% |
| Q4 2021 | $909,000 | – | 3,411 | – | 0.34% | – |
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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% |