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% | – |
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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% |
| BCM ADVISORS, LLC | 107,056 | $26,473,878 | 7.16% |
| Morningstar Investment Management LLC | 199,110 | $47,480 | 7.08% |
| 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% |
| ASSET PLANNING CORPORATION | 31,046 | $7,403,150 | 5.95% |