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 | $1,058,251 | -10.8% | 4,501 | -7.2% | 0.13% | -8.2% |
| Q2 2023 | $1,186,852 | -1.0% | 4,848 | -3.6% | 0.15% | -7.6% |
| Q1 2023 | $1,198,704 | -3.7% | 5,027 | +0.2% | 0.16% | -9.2% |
| Q4 2022 | $1,245,006 | +28.9% | 5,019 | +16.2% | 0.17% | +15.2% |
| Q3 2022 | $966,000 | +19.3% | 4,318 | +25.5% | 0.15% | +22.8% |
| Q2 2022 | $810,000 | -7.3% | 3,441 | +0.2% | 0.12% | 0.0% |
| Q1 2022 | $874,000 | -4.4% | 3,435 | +0.2% | 0.12% | +2.5% |
| Q4 2021 | $914,000 | – | 3,429 | – | 0.12% | – |
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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% |