VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 910 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $10,640 | -1.7% | 40 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $10,821 | -69.2% | 40 | -71.4% | 0.00% | -75.0% |
| Q4 2023 | $35,098 | +6.6% | 140 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $32,914 | -40.0% | 140 | -37.5% | 0.00% | -33.3% |
| Q2 2023 | $54,840 | +6.0% | 224 | +3.2% | 0.01% | 0.0% |
| Q1 2023 | $51,746 | +108.6% | 217 | +117.0% | 0.01% | +100.0% |
| Q4 2022 | $24,805 | +12.8% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $22,000 | -8.3% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $24,000 | -31.4% | 100 | -53.5% | 0.00% | -57.1% |
| Q4 2018 | $35,000 | -55.1% | 215 | -57.7% | 0.01% | -50.0% |
| Q1 2018 | $78,000 | – | 508 | – | 0.01% | – |
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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% |