VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 876 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $265,711 | -9.7% | 1,126 | -6.0% | 0.03% | -5.9% |
| Q2 2023 | $294,346 | -0.9% | 1,198 | -3.9% | 0.03% | -12.8% |
| Q1 2023 | $297,122 | -5.4% | 1,246 | -1.6% | 0.04% | -9.3% |
| Q4 2022 | $314,031 | +7.5% | 1,266 | -2.7% | 0.04% | +2.4% |
| Q3 2022 | $292,000 | -4.6% | 1,301 | 0.0% | 0.04% | -2.3% |
| Q2 2022 | $306,000 | -15.0% | 1,301 | -8.1% | 0.04% | +2.4% |
| Q1 2022 | $360,000 | -6.2% | 1,416 | -1.8% | 0.04% | -2.3% |
| Q4 2021 | $384,000 | +5.2% | 1,442 | -2.4% | 0.04% | -2.3% |
| Q3 2021 | $365,000 | -12.5% | 1,477 | -12.6% | 0.04% | -17.0% |
| Q2 2021 | $417,000 | -3.5% | 1,689 | -10.6% | 0.05% | -11.7% |
| Q1 2021 | $432,000 | +95.5% | 1,889 | +91.0% | 0.06% | +87.5% |
| Q4 2020 | $221,000 | +9.4% | 989 | 0.0% | 0.03% | -3.0% |
| Q3 2020 | $202,000 | – | 989 | – | 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% |