VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 826 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.39 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $262,450 | -73.3% | 1,116 | -72.2% | 0.00% | -60.0% |
| Q2 2023 | $983,525 | -15.3% | 4,017 | -17.5% | 0.01% | -16.7% |
| Q1 2023 | $1,161,076 | -60.0% | 4,869 | -58.4% | 0.01% | -62.5% |
| Q4 2022 | $2,904,203 | +37.2% | 11,708 | +23.7% | 0.02% | +23.1% |
| Q3 2022 | $2,117,000 | -3.3% | 9,464 | +1.8% | 0.01% | +8.3% |
| Q2 2022 | $2,190,000 | -9.3% | 9,299 | -2.0% | 0.01% | 0.0% |
| Q1 2022 | $2,414,000 | -11.3% | 9,491 | -7.1% | 0.01% | -7.7% |
| Q4 2021 | $2,723,000 | +26.5% | 10,220 | +17.4% | 0.01% | +18.2% |
| Q3 2021 | $2,152,000 | +2.3% | 8,707 | +2.3% | 0.01% | 0.0% |
| Q2 2021 | $2,103,000 | +3.7% | 8,509 | -4.0% | 0.01% | 0.0% |
| Q1 2021 | $2,028,000 | +5.0% | 8,866 | +2.7% | 0.01% | -8.3% |
| Q4 2020 | $1,931,000 | +0.8% | 8,633 | -8.0% | 0.01% | 0.0% |
| Q3 2020 | $1,915,000 | +4.8% | 9,385 | -1.0% | 0.01% | -7.7% |
| Q2 2020 | $1,827,000 | +30.9% | 9,484 | +12.9% | 0.01% | +8.3% |
| Q1 2020 | $1,396,000 | -16.8% | 8,403 | -3.9% | 0.01% | +9.1% |
| Q4 2019 | $1,677,000 | +28.4% | 8,745 | +12.3% | 0.01% | +22.2% |
| Q3 2019 | $1,306,000 | +287.5% | 7,786 | +302.4% | 0.01% | +350.0% |
| Q2 2019 | $337,000 | -11.1% | 1,935 | -11.9% | 0.00% | -33.3% |
| Q1 2019 | $379,000 | -23.1% | 2,196 | -28.4% | 0.00% | -25.0% |
| Q4 2018 | $493,000 | -14.9% | 3,069 | -4.4% | 0.00% | 0.0% |
| Q3 2018 | $579,000 | +11.8% | 3,209 | -1.4% | 0.00% | 0.0% |
| Q2 2018 | $518,000 | -11.1% | 3,254 | -14.3% | 0.00% | 0.0% |
| Q1 2018 | $583,000 | -6.9% | 3,795 | -5.8% | 0.00% | -20.0% |
| Q4 2017 | $626,000 | -24.8% | 4,030 | -26.3% | 0.01% | -28.6% |
| Q3 2017 | $833,000 | -10.0% | 5,468 | -13.0% | 0.01% | -12.5% |
| Q2 2017 | $926,000 | -15.3% | 6,284 | -20.8% | 0.01% | -20.0% |
| Q1 2017 | $1,093,000 | +0.1% | 7,930 | -7.9% | 0.01% | -9.1% |
| Q4 2016 | $1,092,000 | -23.4% | 8,611 | -19.7% | 0.01% | -21.4% |
| Q3 2016 | $1,426,000 | +304.0% | 10,729 | +294.7% | 0.01% | +250.0% |
| Q2 2016 | $353,000 | +4.4% | 2,718 | -0.8% | 0.00% | 0.0% |
| Q1 2016 | $338,000 | -7.7% | 2,740 | -0.5% | 0.00% | 0.0% |
| Q4 2015 | $366,000 | -4.7% | 2,754 | -12.1% | 0.00% | -20.0% |
| Q3 2015 | $384,000 | +7.0% | 3,133 | +22.3% | 0.01% | +25.0% |
| Q2 2015 | $359,000 | -30.2% | 2,562 | -46.7% | 0.00% | -63.6% |
| Q1 2014 | $514,000 | -15.7% | 4,805 | -20.4% | 0.01% | -47.6% |
| Q4 2013 | $610,000 | -8.4% | 6,033 | -15.7% | 0.02% | 0.0% |
| Q3 2013 | $666,000 | +7.8% | 7,154 | 0.0% | 0.02% | +31.2% |
| Q2 2013 | $618,000 | – | 7,154 | – | 0.02% | – |
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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% |