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 | $424,826 | -4.0% | 1,807 | 0.0% | 0.22% | +1.4% |
| Q2 2023 | $442,390 | +1.0% | 1,807 | -1.6% | 0.21% | +22.3% |
| Q1 2023 | $437,813 | -3.0% | 1,836 | +0.9% | 0.18% | -2.8% |
| Q4 2022 | $451,451 | +8.8% | 1,820 | -1.8% | 0.18% | +1.7% |
| Q3 2022 | $415,000 | -5.0% | 1,854 | 0.0% | 0.18% | +0.6% |
| Q2 2022 | $437,000 | -14.0% | 1,854 | -7.1% | 0.18% | +5.4% |
| Q1 2022 | $508,000 | -16.0% | 1,996 | -12.1% | 0.17% | -8.7% |
| Q4 2021 | $605,000 | +24.5% | 2,270 | +15.3% | 0.18% | +15.1% |
| Q3 2021 | $486,000 | 0.0% | 1,968 | 0.0% | 0.16% | -11.7% |
| Q2 2021 | $486,000 | +34.3% | 1,968 | +24.5% | 0.18% | +22.4% |
| Q1 2021 | $362,000 | +27.5% | 1,581 | +24.4% | 0.15% | +19.5% |
| Q4 2020 | $284,000 | – | 1,271 | – | 0.12% | – |
Download | ||||||
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% |