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 | $862,347 | -16.4% | 3,668 | -12.9% | 0.68% | -16.2% |
| Q2 2023 | $1,030,937 | -0.8% | 4,211 | -3.4% | 0.81% | -8.4% |
| Q1 2023 | $1,039,447 | -5.1% | 4,359 | -1.3% | 0.89% | -10.9% |
| Q4 2022 | $1,095,885 | +26.0% | 4,418 | +13.5% | 1.00% | +10.8% |
| Q3 2022 | $870,000 | +30.6% | 3,891 | +37.5% | 0.90% | +30.8% |
| Q2 2022 | $666,000 | -7.1% | 2,829 | +0.3% | 0.69% | +5.8% |
| Q1 2022 | $717,000 | -15.6% | 2,820 | -11.6% | 0.65% | -13.4% |
| Q4 2021 | $850,000 | – | 3,189 | – | 0.75% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Morningstar Investment Management LLC | 340,321 | $80,009 | 11.96% |
| Pariax, LLC | 14,707 | $3,457,616 | 10.79% |
| Allied Investment Advisors, LLC | 124,596 | $29,292,520 | 8.76% |
| PGIM Custom Harvest LLC | 934,559 | $219,714,921 | 8.11% |
| Wealth Management Solutions, LLC | 47,169 | $11,089,475 | 7.60% |
| PARAGON FINANCIAL PARTNERS, INC. | 27,447 | $6,452,689 | 6.70% |
| Main Management ETF Advisors, LLC | 397,065 | $93,350 | 6.63% |
| Essex Private Wealth Management, LLC | 7,939 | $1,866,489 | 6.38% |
| ASSET PLANNING CORPORATION | 33,870 | $7,963,414 | 6.13% |
| Beacon Capital Management, Inc. | 665,273 | $156,405,682 | 5.80% |