VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 893 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $70,530 | -4.0% | 300 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $73,446 | +2.7% | 300 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $71,538 | -3.9% | 300 | 0.0% | 0.02% | -10.0% |
| Q4 2022 | $74,415 | +11.1% | 300 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $67,000 | -5.6% | 300 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $71,000 | -6.6% | 300 | 0.0% | 0.02% | +11.1% |
| Q1 2022 | $76,000 | -5.0% | 300 | 0.0% | 0.02% | -5.3% |
| Q4 2021 | $80,000 | +8.1% | 300 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $74,000 | 0.0% | 300 | 0.0% | 0.02% | +5.6% |
| Q2 2021 | $74,000 | +7.2% | 300 | 0.0% | 0.02% | +5.9% |
| Q1 2021 | $69,000 | +3.0% | 300 | 0.0% | 0.02% | -5.6% |
| Q4 2020 | $67,000 | +9.8% | 300 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $61,000 | +5.2% | 300 | 0.0% | 0.02% | -5.3% |
| Q2 2020 | $58,000 | +16.0% | 300 | 0.0% | 0.02% | -5.0% |
| Q1 2020 | $50,000 | -13.8% | 300 | 0.0% | 0.02% | +11.1% |
| Q4 2019 | $58,000 | +16.0% | 300 | 0.0% | 0.02% | +5.9% |
| Q3 2019 | $50,000 | -3.8% | 300 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $52,000 | 0.0% | 300 | 0.0% | 0.02% | -5.6% |
| Q1 2019 | $52,000 | +8.3% | 300 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $48,000 | -11.1% | 300 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $54,000 | +12.5% | 300 | 0.0% | 0.02% | +5.9% |
| Q2 2018 | $48,000 | +6.7% | 300 | 0.0% | 0.02% | -26.1% |
| Q3 2017 | $45,000 | – | 300 | – | 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% |