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 | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $317,000 | +17.4% | 1,995 | +13.7% | 0.02% | +26.7% |
| Q4 2017 | $270,000 | +5.5% | 1,754 | +3.7% | 0.02% | -11.8% |
| Q3 2017 | $256,000 | +2.8% | 1,691 | 0.0% | 0.02% | +6.2% |
| Q2 2017 | $249,000 | +2.5% | 1,691 | -4.1% | 0.02% | 0.0% |
| Q1 2017 | $243,000 | +5.2% | 1,763 | -3.2% | 0.02% | 0.0% |
| Q4 2016 | $231,000 | -7.2% | 1,822 | -1.9% | 0.02% | -11.1% |
| Q3 2016 | $249,000 | -56.6% | 1,857 | -57.8% | 0.02% | -56.1% |
| Q2 2016 | $574,000 | +4.4% | 4,398 | -1.4% | 0.04% | +2.5% |
| Q1 2016 | $550,000 | -15.3% | 4,462 | -3.8% | 0.04% | -9.1% |
| Q2 2015 | $649,000 | +8.9% | 4,638 | +5.5% | 0.04% | +7.3% |
| Q1 2015 | $596,000 | +8.0% | 4,398 | +0.1% | 0.04% | -6.8% |
| Q4 2014 | $552,000 | +7.0% | 4,392 | -0.5% | 0.04% | 0.0% |
| Q3 2014 | $516,000 | +4.7% | 4,413 | 0.0% | 0.04% | +2.3% |
| Q2 2014 | $493,000 | +4.9% | 4,413 | +0.4% | 0.04% | 0.0% |
| Q1 2014 | $470,000 | +11.1% | 4,394 | +5.0% | 0.04% | +4.9% |
| Q4 2013 | $423,000 | +8.5% | 4,186 | 0.0% | 0.04% | -6.8% |
| Q3 2013 | $390,000 | +4.6% | 4,186 | -3.1% | 0.04% | -6.4% |
| Q2 2013 | $373,000 | – | 4,318 | – | 0.05% | – |
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% |