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 | $248,305 | -3.9% | 1,056 | 0.0% | 0.14% | +1.4% |
| Q2 2023 | $258,504 | +1.8% | 1,056 | -0.8% | 0.14% | -7.3% |
| Q1 2023 | $253,935 | -3.0% | 1,065 | +0.9% | 0.15% | -6.8% |
| Q4 2022 | $261,854 | +11.0% | 1,056 | +0.1% | 0.16% | -5.8% |
| Q3 2022 | $236,000 | -4.8% | 1,055 | 0.0% | 0.17% | -9.0% |
| Q2 2022 | $248,000 | -7.5% | 1,055 | 0.0% | 0.19% | +4.4% |
| Q1 2022 | $268,000 | -4.6% | 1,055 | 0.0% | 0.18% | -4.7% |
| Q4 2021 | $281,000 | – | 1,055 | – | 0.19% | – |
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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% |
| BCM ADVISORS, LLC | 107,056 | $26,473,878 | 7.16% |
| Morningstar Investment Management LLC | 199,110 | $47,480 | 7.08% |
| 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% |
| ASSET PLANNING CORPORATION | 31,046 | $7,403,150 | 5.95% |