VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $59,284 | +11.9% | 239 | – | 0.02% | +10.0% |
| Q3 2022 | $53,000 | -5.4% | 0 | -100.0% | 0.02% | +5.3% |
| Q2 2022 | $56,000 | -8.2% | 239 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $61,000 | +3.4% | 239 | 0.0% | 0.02% | +5.6% |
| Q3 2021 | $59,000 | 0.0% | 239 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $59,000 | +11.3% | 239 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $53,000 | +8.2% | 239 | 0.0% | 0.02% | -5.3% |
| Q3 2020 | $49,000 | +6.5% | 239 | 0.0% | 0.02% | +5.6% |
| Q2 2020 | $46,000 | +15.0% | 239 | 0.0% | 0.02% | +5.9% |
| Q1 2020 | $40,000 | -13.0% | 239 | 0.0% | 0.02% | +13.3% |
| Q4 2019 | $46,000 | +15.0% | 239 | 0.0% | 0.02% | +15.4% |
| Q3 2019 | $40,000 | +5.3% | 239 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $38,000 | -11.6% | 239 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $43,000 | – | 239 | – | 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% |