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 | $359 | -3.8% | 1,525 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $373 | +2.5% | 1,525 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $364 | -3.7% | 1,525 | 0.0% | 0.02% | -8.7% |
| Q4 2022 | $378 | -99.9% | 1,525 | -6.2% | 0.02% | -4.2% |
| Q3 2022 | $364,000 | -5.0% | 1,625 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $383,000 | -7.3% | 1,625 | 0.0% | 0.02% | +4.3% |
| Q1 2022 | $413,000 | -4.6% | 1,625 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $433,000 | +7.7% | 1,625 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $402,000 | 0.0% | 1,625 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $402,000 | +8.1% | 1,625 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $372,000 | +2.2% | 1,625 | 0.0% | 0.02% | -4.2% |
| Q4 2020 | $364,000 | +9.6% | 1,625 | 0.0% | 0.02% | -4.0% |
| Q3 2020 | $332,000 | +6.1% | 1,625 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $313,000 | +15.9% | 1,625 | 0.0% | 0.02% | -3.8% |
| Q1 2020 | $270,000 | -13.5% | 1,625 | 0.0% | 0.03% | +13.0% |
| Q4 2019 | $312,000 | +14.7% | 1,625 | 0.0% | 0.02% | +4.5% |
| Q3 2019 | $272,000 | -3.9% | 1,625 | 0.0% | 0.02% | -4.3% |
| Q2 2019 | $283,000 | +1.1% | 1,625 | 0.0% | 0.02% | -4.2% |
| Q1 2019 | $280,000 | +7.3% | 1,625 | 0.0% | 0.02% | -4.0% |
| Q4 2018 | $261,000 | -10.9% | 1,625 | 0.0% | 0.02% | +4.2% |
| Q3 2018 | $293,000 | +13.1% | 1,625 | 0.0% | 0.02% | +9.1% |
| Q2 2018 | $259,000 | +12.6% | 1,625 | +8.3% | 0.02% | +10.0% |
| Q1 2018 | $230,000 | -0.4% | 1,500 | 0.0% | 0.02% | +5.3% |
| Q4 2017 | $231,000 | +1.3% | 1,500 | 0.0% | 0.02% | -5.0% |
| Q3 2017 | $228,000 | +3.2% | 1,500 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $221,000 | +6.8% | 1,500 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $207,000 | – | 1,500 | – | 0.02% | – |
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% |