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 | $287,292 | -7.7% | 1,222 | -3.9% | 0.01% | -20.0% |
| Q2 2023 | $311,411 | -4.5% | 1,272 | -6.9% | 0.01% | -9.1% |
| Q1 2023 | $325,975 | +3.3% | 1,367 | +7.5% | 0.01% | 0.0% |
| Q4 2022 | $315,520 | +10.7% | 1,272 | 0.0% | 0.01% | +10.0% |
| Q3 2022 | $285,000 | -5.0% | 1,272 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $300,000 | -7.4% | 1,272 | 0.0% | 0.01% | +11.1% |
| Q1 2022 | $324,000 | -4.4% | 1,272 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $339,000 | +8.0% | 1,272 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $314,000 | 0.0% | 1,272 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $314,000 | +7.9% | 1,272 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $291,000 | +2.1% | 1,272 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $285,000 | +10.0% | 1,272 | 0.0% | 0.01% | -10.0% |
| Q3 2020 | $259,000 | +5.7% | 1,272 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $245,000 | +16.1% | 1,272 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $211,000 | -18.2% | 1,272 | -5.6% | 0.01% | 0.0% |
| Q4 2019 | $258,000 | +18.9% | 1,347 | +4.3% | 0.01% | 0.0% |
| Q3 2019 | $217,000 | -4.0% | 1,292 | -0.8% | 0.01% | 0.0% |
| Q2 2019 | $226,000 | +289.7% | 1,302 | +216.0% | 0.01% | +100.0% |
| Q1 2017 | $58,000 | – | 412 | – | 0.01% | – |
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% |