VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 893 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,501,728 | +53.3% | 14,894 | +59.7% | 0.01% | +50.0% |
Q2 2023 | $2,283,925 | -10.5% | 9,329 | -12.8% | 0.00% | 0.0% |
Q1 2023 | $2,552,477 | -44.7% | 10,704 | -42.5% | 0.00% | -50.0% |
Q4 2022 | $4,618,443 | +19.1% | 18,619 | +7.4% | 0.01% | 0.0% |
Q3 2022 | $3,877,000 | -5.8% | 17,332 | -0.8% | 0.01% | 0.0% |
Q2 2022 | $4,116,000 | -16.4% | 17,476 | -9.7% | 0.01% | 0.0% |
Q1 2022 | $4,922,000 | -19.1% | 19,349 | -15.2% | 0.01% | -20.0% |
Q4 2021 | $6,082,000 | +2.7% | 22,829 | -4.7% | 0.01% | -9.1% |
Q3 2021 | $5,922,000 | +6.9% | 23,960 | +6.9% | 0.01% | +10.0% |
Q2 2021 | $5,540,000 | +7.8% | 22,420 | -0.2% | 0.01% | 0.0% |
Q1 2021 | $5,137,000 | +5.3% | 22,456 | +3.0% | 0.01% | -9.1% |
Q4 2020 | $4,877,000 | +16.7% | 21,798 | +6.4% | 0.01% | +10.0% |
Q3 2020 | $4,180,000 | +5.3% | 20,489 | -0.5% | 0.01% | 0.0% |
Q2 2020 | $3,969,000 | +19.7% | 20,597 | +3.1% | 0.01% | 0.0% |
Q1 2020 | $3,316,000 | -7.2% | 19,970 | +7.1% | 0.01% | +11.1% |
Q4 2019 | $3,575,000 | +66.4% | 18,645 | +45.5% | 0.01% | +50.0% |
Q3 2019 | $2,149,000 | -17.1% | 12,817 | -14.0% | 0.01% | -14.3% |
Q2 2019 | $2,592,000 | +6.0% | 14,903 | +5.1% | 0.01% | 0.0% |
Q1 2019 | $2,446,000 | -5.6% | 14,182 | -12.2% | 0.01% | -12.5% |
Q4 2018 | $2,592,000 | -6.0% | 16,144 | +5.7% | 0.01% | 0.0% |
Q3 2018 | $2,756,000 | +9.8% | 15,272 | -3.1% | 0.01% | 0.0% |
Q2 2018 | $2,509,000 | +4.8% | 15,763 | +1.1% | 0.01% | +14.3% |
Q1 2018 | $2,394,000 | -1.2% | 15,593 | -0.8% | 0.01% | 0.0% |
Q4 2017 | $2,424,000 | +65.7% | 15,720 | +63.7% | 0.01% | +40.0% |
Q3 2017 | $1,463,000 | -19.3% | 9,604 | -21.9% | 0.01% | -16.7% |
Q2 2017 | $1,813,000 | +14.5% | 12,304 | +7.1% | 0.01% | +20.0% |
Q1 2017 | $1,583,000 | +1.6% | 11,487 | -6.5% | 0.01% | -16.7% |
Q4 2016 | $1,558,000 | -2.6% | 12,287 | +2.1% | 0.01% | 0.0% |
Q3 2016 | $1,599,000 | +5.2% | 12,032 | +3.3% | 0.01% | 0.0% |
Q2 2016 | $1,520,000 | +92.2% | 11,642 | +81.4% | 0.01% | +100.0% |
Q1 2016 | $791,000 | -10.1% | 6,417 | -3.0% | 0.00% | -25.0% |
Q4 2015 | $880,000 | -16.3% | 6,617 | -22.9% | 0.00% | 0.0% |
Q3 2015 | $1,051,000 | +14.7% | 8,577 | +31.0% | 0.00% | 0.0% |
Q2 2015 | $916,000 | +8.5% | 6,548 | +5.1% | 0.00% | +33.3% |
Q1 2015 | $844,000 | +9.2% | 6,228 | +1.2% | 0.00% | 0.0% |
Q4 2014 | $773,000 | +26.3% | 6,153 | +17.6% | 0.00% | +50.0% |
Q3 2014 | $612,000 | +251.7% | 5,231 | +234.7% | 0.00% | +100.0% |
Q2 2014 | $174,000 | +72.3% | 1,563 | +65.0% | 0.00% | – |
Q1 2014 | $101,000 | -24.1% | 947 | -27.9% | 0.00% | -100.0% |
Q4 2013 | $133,000 | +9.0% | 1,314 | 0.0% | 0.00% | 0.0% |
Q3 2013 | $122,000 | +134.6% | 1,314 | +119.0% | 0.00% | – |
Q2 2013 | $52,000 | – | 600 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Morningstar Investment Management LLC | 239,817 | $59,487 | 15.52% |
PGIM Custom Harvest LLC | 931,839 | $231,142,634 | 10.45% |
CORA CAPITAL ADVISORS LLC | 57,074 | $14,157,144 | 9.74% |
Allied Investment Advisors, LLC | 114,771 | $28,468,947 | 8.90% |
BCM ADVISORS, LLC | 111,216 | $27,196,761 | 7.52% |
PARAGON FINANCIAL PARTNERS, INC. | 27,292 | $6,769,865 | 7.49% |
Essex Private Wealth Management, LLC | 7,976 | $1,978,501 | 7.42% |
ARMSTRONG ADVISORY GROUP, INC | 225,914 | $56,037,925 | 7.38% |
Pariax, LLC | 21,255 | $5,272,303 | 6.54% |
ASSET PLANNING CORPORATION | 30,860 | $7,654,765 | 6.37% |