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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |