VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 948 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $264,670 | -6.7% | 995 | -5.1% | 0.44% | -0.7% |
| Q1 2024 | $283,775 | +12.6% | 1,049 | +4.4% | 0.44% | +7.0% |
| Q4 2023 | $251,954 | -47.5% | 1,005 | -50.8% | 0.41% | +9.9% |
| Q3 2023 | $480,309 | +81.3% | 2,043 | +88.8% | 0.38% | +0.5% |
| Q2 2023 | $264,895 | +2.6% | 1,082 | -0.1% | 0.37% | +6.9% |
| Q1 2023 | $258,252 | +0.7% | 1,083 | +4.7% | 0.35% | -1.1% |
| Q4 2022 | $256,484 | – | 1,034 | – | 0.35% | – |
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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% |