VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 910 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,067,757 | +2.5% | 30,330 | +4.2% | 6.29% | -3.0% |
| Q1 2024 | $7,872,574 | +15.2% | 29,102 | +6.8% | 6.48% | -1.2% |
| Q4 2023 | $6,831,402 | +5.9% | 27,249 | -0.7% | 6.56% | -2.2% |
| Q3 2023 | $6,452,689 | -2.8% | 27,447 | +1.2% | 6.70% | +6.8% |
| Q2 2023 | $6,638,730 | +2.7% | 27,117 | +0.1% | 6.27% | -7.3% |
| Q1 2023 | $6,462,422 | -4.5% | 27,101 | -0.7% | 6.77% | -9.7% |
| Q4 2022 | $6,769,865 | +12.4% | 27,292 | +1.4% | 7.49% | +10.6% |
| Q3 2022 | $6,023,000 | -4.4% | 26,925 | +0.6% | 6.78% | +4.6% |
| Q2 2022 | $6,301,000 | -2.9% | 26,754 | +4.9% | 6.47% | +14.5% |
| Q1 2022 | $6,487,000 | -4.1% | 25,502 | +0.5% | 5.66% | +1.8% |
| Q4 2021 | $6,762,000 | – | 25,379 | – | 5.55% | – |
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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% |