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 | $377,806 | -3.1% | 1,607 | 0.0% | 0.20% | -3.4% |
| Q2 2023 | $389,922 | -2.0% | 1,607 | -3.7% | 0.21% | -8.4% |
| Q1 2023 | $397,751 | +42.4% | 1,668 | +48.0% | 0.22% | +33.1% |
| Q4 2022 | $279,417 | +6.6% | 1,127 | -0.7% | 0.17% | -2.3% |
| Q3 2022 | $262,000 | -2.6% | 1,135 | 0.0% | 0.17% | -9.4% |
| Q2 2022 | $269,000 | -2.9% | 1,135 | -2.7% | 0.19% | -1.0% |
| Q1 2022 | $277,000 | – | 1,166 | – | 0.19% | – |
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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% |