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 | $905,459 | +24.3% | 3,404 | +26.4% | 0.25% | +18.5% |
| Q1 2024 | $728,460 | +23.8% | 2,693 | +14.7% | 0.21% | +5.5% |
| Q4 2023 | $588,422 | +6.8% | 2,347 | +0.6% | 0.20% | +2.0% |
| Q3 2023 | $550,855 | -2.5% | 2,334 | +1.1% | 0.20% | 0.0% |
| Q2 2023 | $565,009 | +2.0% | 2,308 | -0.6% | 0.20% | -10.1% |
| Q1 2023 | $553,908 | -6.3% | 2,323 | -2.6% | 0.22% | -10.7% |
| Q4 2022 | $591,454 | – | 2,384 | – | 0.24% | – |
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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% |