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 | $4,205,939 | +7.4% | 17,890 | +11.8% | 0.06% | +7.1% |
| Q2 2023 | $3,915,896 | +6.2% | 15,995 | +3.5% | 0.06% | -5.1% |
| Q1 2023 | $3,686,115 | +7.9% | 15,458 | +12.2% | 0.06% | 0.0% |
| Q4 2022 | $3,416,393 | -55.7% | 13,773 | -60.0% | 0.06% | -60.9% |
| Q3 2022 | $7,711,000 | -5.1% | 34,469 | -0.1% | 0.15% | -2.6% |
| Q2 2022 | $8,122,000 | +12.9% | 34,488 | +21.9% | 0.16% | +31.4% |
| Q1 2022 | $7,194,000 | +2.3% | 28,282 | +7.2% | 0.12% | +6.3% |
| Q4 2021 | $7,030,000 | +8.0% | 26,388 | +0.2% | 0.11% | 0.0% |
| Q3 2021 | $6,510,000 | +3.7% | 26,339 | +3.7% | 0.11% | +2.8% |
| Q2 2021 | $6,275,000 | +15.8% | 25,393 | +7.2% | 0.11% | -6.1% |
| Q1 2021 | $5,417,000 | -21.5% | 23,679 | -23.2% | 0.12% | -26.8% |
| Q4 2020 | $6,897,000 | -1.1% | 30,829 | -9.8% | 0.16% | -12.8% |
| Q3 2020 | $6,972,000 | +4.5% | 34,175 | -1.3% | 0.18% | -6.2% |
| Q2 2020 | $6,669,000 | +46.8% | 34,619 | +26.6% | 0.19% | +17.8% |
| Q1 2020 | $4,542,000 | +132.4% | 27,346 | +168.3% | 0.16% | +186.0% |
| Q4 2019 | $1,954,000 | – | 10,191 | – | 0.06% | – |
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% |