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 | $399,000 | -11.5% | 1,500 | -10.0% | 0.00% | -20.0% |
Q1 2024 | $450,686 | +7.9% | 1,666 | 0.0% | 0.01% | 0.0% |
Q4 2023 | $417,666 | +6.6% | 1,666 | 0.0% | 0.01% | 0.0% |
Q3 2023 | $391,677 | -21.6% | 1,666 | -18.4% | 0.01% | -16.7% |
Q2 2023 | $499,678 | +2.7% | 2,041 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $486,697 | +119.2% | 2,041 | +144.4% | 0.01% | +200.0% |
Q4 2021 | $222,000 | +7.8% | 835 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $206,000 | -50.0% | 835 | -19.8% | 0.00% | 0.0% |
Q2 2021 | $412,000 | – | 1,041 | – | 0.00% | – |
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% |