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 | $1,132 | -5.7% | 4,814 | -1.8% | 0.04% | -5.0% |
| Q2 2023 | $1,201 | +2.9% | 4,904 | +0.2% | 0.04% | -2.4% |
| Q1 2023 | $1,167 | -17.6% | 4,892 | -14.3% | 0.04% | -19.6% |
| Q4 2022 | $1,416 | -99.9% | 5,707 | 0.0% | 0.05% | -15.0% |
| Q3 2022 | $1,277,000 | -5.0% | 5,707 | 0.0% | 0.06% | -11.8% |
| Q2 2022 | $1,344,000 | -7.1% | 5,707 | +0.3% | 0.07% | +3.0% |
| Q1 2022 | $1,447,000 | -5.7% | 5,690 | -1.2% | 0.07% | -4.3% |
| Q4 2021 | $1,535,000 | +7.1% | 5,759 | -0.6% | 0.07% | -1.4% |
| Q3 2021 | $1,433,000 | +0.1% | 5,796 | 0.0% | 0.07% | +9.4% |
| Q2 2021 | $1,432,000 | -0.1% | 5,796 | -7.5% | 0.06% | -8.6% |
| Q1 2021 | $1,433,000 | +2.3% | 6,263 | 0.0% | 0.07% | -7.9% |
| Q4 2020 | $1,401,000 | +9.6% | 6,263 | 0.0% | 0.08% | -3.8% |
| Q3 2020 | $1,278,000 | +4.8% | 6,263 | -1.1% | 0.08% | -8.1% |
| Q2 2020 | $1,220,000 | +27.9% | 6,331 | +10.2% | 0.09% | +13.2% |
| Q1 2020 | $954,000 | – | 5,746 | – | 0.08% | – |
Download | ||||||
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% |