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 | $2,274,370 | -0.7% | 9,674 | -39.8% | 1.39% | -17.2% |
| Q2 2023 | $2,291,092 | -0.7% | 16,074 | +66.2% | 1.68% | -14.9% |
| Q1 2023 | $2,306,875 | -4.3% | 9,674 | -0.4% | 1.97% | +53.1% |
| Q4 2022 | $2,409,571 | +8.9% | 9,714 | -1.8% | 1.29% | -13.6% |
| Q3 2022 | $2,213,000 | -5.0% | 9,893 | 0.0% | 1.49% | -13.4% |
| Q2 2022 | $2,330,000 | +62.6% | 9,893 | +75.6% | 1.72% | +106.9% |
| Q1 2022 | $1,433,000 | +20.0% | 5,634 | +25.7% | 0.83% | +67.1% |
| Q4 2021 | $1,194,000 | – | 4,482 | – | 0.50% | – |
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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% |