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 | $246,316 | -5.3% | 926 | -8.0% | 0.04% | -12.0% |
| Q1 2024 | $260,172 | +3.0% | 1,006 | -0.2% | 0.05% | +4.2% |
| Q4 2023 | $252,706 | +6.6% | 1,008 | 0.0% | 0.05% | -4.0% |
| Q3 2023 | $236,981 | -4.0% | 1,008 | 0.0% | 0.05% | -9.1% |
| Q2 2023 | $246,779 | +13.7% | 1,008 | +10.8% | 0.06% | +5.8% |
| Q1 2023 | $216,999 | -3.9% | 910 | 0.0% | 0.05% | -3.7% |
| Q4 2022 | $225,726 | +10.9% | 910 | 0.0% | 0.05% | 0.0% |
| Q3 2022 | $203,567 | -5.0% | 910 | 0.0% | 0.05% | -1.8% |
| Q2 2022 | $214,305 | -7.4% | 910 | 0.0% | 0.06% | +7.8% |
| Q1 2022 | $231,486 | – | 910 | – | 0.05% | – |
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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% |