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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $36,723 | +2.7% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $35,769 | -3.9% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $37,208 | -49.0% | 150 | -53.8% | 0.00% | -50.0% |
| Q3 2022 | $73,000 | -5.2% | 325 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $77,000 | -7.2% | 325 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $83,000 | -4.6% | 325 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $87,000 | -65.6% | 325 | -68.3% | 0.00% | -60.0% |
| Q3 2021 | $253,000 | 0.0% | 1,025 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $253,000 | +8.1% | 1,025 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $234,000 | +836.0% | 1,025 | +583.3% | 0.01% | +400.0% |
| Q3 2019 | $25,000 | -3.8% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $26,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $26,000 | – | 150 | – | 0.00% | – |
Download | ||||||
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% |