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 | $42 | -4.5% | 179 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $44 | -2.2% | 179 | 0.0% | 0.01% | -12.5% |
| Q1 2023 | $45 | +2.3% | 179 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $44 | -99.9% | 179 | 0.0% | 0.01% | -11.1% |
| Q3 2022 | $42,000 | -2.3% | 179 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $43,000 | -6.5% | 179 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $46,000 | -4.2% | 179 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $48,000 | +9.1% | 179 | 0.0% | 0.01% | +12.5% |
| Q3 2021 | $44,000 | 0.0% | 179 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $44,000 | +7.3% | 179 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $41,000 | +412.5% | 179 | +397.2% | 0.01% | +300.0% |
| Q4 2020 | $8,000 | +14.3% | 36 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $7,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $7,000 | -87.0% | 36 | -91.5% | 0.00% | -92.0% |
| Q4 2016 | $54,000 | -3.6% | 425 | 0.0% | 0.02% | -13.8% |
| Q3 2016 | $56,000 | +1.8% | 425 | 0.0% | 0.03% | 0.0% |
| Q2 2016 | $55,000 | +5.8% | 425 | 0.0% | 0.03% | +3.6% |
| Q1 2016 | $52,000 | -7.1% | 425 | 0.0% | 0.03% | -15.2% |
| Q4 2015 | $56,000 | +7.7% | 425 | 0.0% | 0.03% | +6.5% |
| Q3 2015 | $52,000 | +73.3% | 425 | +100.5% | 0.03% | +82.4% |
| Q2 2015 | $30,000 | -48.3% | 212 | -50.1% | 0.02% | -50.0% |
| Q1 2015 | $58,000 | – | 425 | – | 0.03% | – |
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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% |