VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 22 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $214,409 | -6.0% | 912 | -2.1% | 0.35% | +1.5% |
| Q2 2023 | $228,169 | +2.7% | 932 | 0.0% | 0.34% | -2.8% |
| Q1 2023 | $222,242 | -5.5% | 932 | -1.7% | 0.35% | -4.9% |
| Q4 2022 | $235,147 | +7.9% | 948 | -2.6% | 0.37% | -4.1% |
| Q3 2022 | $218,000 | -4.8% | 973 | 0.0% | 0.39% | -1.0% |
| Q2 2022 | $229,000 | -7.7% | 973 | 0.0% | 0.39% | +8.3% |
| Q1 2022 | $248,000 | -8.1% | 973 | -3.9% | 0.36% | -4.0% |
| Q4 2021 | $270,000 | – | 1,013 | – | 0.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Morningstar Investment Management LLC | 280,664 | $69,369,000 | 11.73% |
| Allied Investment Advisors, LLC | 97,859 | $24,187,000 | 9.15% |
| Beacon Capital Management, Inc. | 791,178 | $195,548,000 | 7.23% |
| Aprio Wealth Management, LLC | 62,274 | $15,392,000 | 7.01% |
| Capital Advantage, Inc. | 104,317 | $25,783,000 | 6.96% |
| Curran Financial Partners, LLC | 50,412 | $12,430,000 | 6.35% |
| ASSET PLANNING CORPORATION | 26,978 | $6,668,000 | 6.17% |
| Adaptive Financial Consulting, LLC | 35,826 | $8,855,000 | 5.46% |
| Essex Private Wealth Management, LLC | 22,423 | $5,542,000 | 5.03% |
| Kinloch Capital, LLC | 27,476 | $6,791,000 | 4.79% |