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 | $638,382 | +39.6% | 2,400 | +41.9% | 0.06% | +33.3% |
| Q1 2024 | $457,431 | +61.4% | 1,691 | +49.5% | 0.05% | +50.0% |
| Q4 2023 | $283,490 | +9.3% | 1,131 | +2.5% | 0.03% | -5.9% |
| Q3 2023 | $259,416 | -15.0% | 1,103 | -11.5% | 0.03% | -12.8% |
| Q2 2023 | $305,165 | +2.7% | 1,246 | 0.0% | 0.04% | -4.9% |
| Q1 2023 | $297,237 | +26.4% | 1,246 | +31.4% | 0.04% | +7.9% |
| Q4 2022 | $235,092 | +17.0% | 948 | +5.7% | 0.04% | +2.7% |
| Q3 2022 | $201,000 | -29.0% | 897 | -25.4% | 0.04% | -27.5% |
| Q2 2022 | $283,000 | -7.2% | 1,203 | +0.2% | 0.05% | -5.6% |
| Q1 2022 | $305,000 | -0.7% | 1,201 | +4.3% | 0.05% | -8.5% |
| Q4 2021 | $307,000 | +8.1% | 1,151 | +0.3% | 0.06% | -10.6% |
| Q3 2021 | $284,000 | 0.0% | 1,148 | 0.0% | 0.07% | -4.3% |
| Q2 2021 | $284,000 | +8.4% | 1,148 | +0.3% | 0.07% | -9.2% |
| Q1 2021 | $262,000 | +2.3% | 1,145 | 0.0% | 0.08% | -13.6% |
| Q4 2020 | $256,000 | +26.1% | 1,145 | +15.2% | 0.09% | +6.0% |
| Q3 2020 | $203,000 | – | 994 | – | 0.08% | – |
Download | ||||||
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% |