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 | $639,329 | -3.4% | 2,719 | +0.6% | 0.90% | +2.6% |
Q2 2023 | $661,499 | +1.8% | 2,702 | -0.9% | 0.87% | +2.8% |
Q1 2023 | $650,037 | -4.9% | 2,726 | -1.1% | 0.85% | -7.7% |
Q4 2022 | $683,626 | +11.9% | 2,756 | +0.8% | 0.92% | +8.2% |
Q3 2022 | $611,000 | -10.0% | 2,734 | -5.0% | 0.85% | -7.0% |
Q2 2022 | $679,000 | -9.3% | 2,879 | -2.2% | 0.92% | +23.5% |
Q1 2022 | $749,000 | -4.3% | 2,944 | +0.1% | 0.74% | -0.9% |
Q4 2021 | $783,000 | – | 2,940 | – | 0.75% | – |
Download |
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% |