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 | $4,277,409 | +2.2% | 18,194 | +6.4% | 3.49% | +5.7% |
| Q2 2023 | $4,184,708 | +16.8% | 17,093 | +13.7% | 3.31% | +9.5% |
| Q1 2023 | $3,583,338 | -0.3% | 15,027 | +3.7% | 3.02% | -6.8% |
| Q4 2022 | $3,594,245 | +38.3% | 14,490 | +24.8% | 3.24% | +30.3% |
| Q3 2022 | $2,598,000 | +93.3% | 11,612 | +103.5% | 2.49% | +87.3% |
| Q2 2022 | $1,344,000 | -71.3% | 5,705 | -69.0% | 1.33% | -63.7% |
| Q1 2022 | $4,678,000 | -16.8% | 18,390 | -12.8% | 3.66% | -20.5% |
| Q4 2021 | $5,621,000 | – | 21,097 | – | 4.60% | – |
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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% |