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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $811,480 | +241.0% | 3,403 | +237.3% | 0.04% | +191.7% |
| Q2 2022 | $238,000 | -7.4% | 1,009 | 0.0% | 0.01% | -7.7% |
| Q1 2022 | $257,000 | -13.5% | 1,009 | -9.7% | 0.01% | -13.3% |
| Q4 2021 | $297,000 | -17.5% | 1,117 | -23.4% | 0.02% | -28.6% |
| Q3 2021 | $360,000 | -11.1% | 1,458 | -10.9% | 0.02% | -16.0% |
| Q2 2021 | $405,000 | +11.0% | 1,637 | +2.5% | 0.02% | -13.8% |
| Q1 2021 | $365,000 | +19.7% | 1,597 | +0.8% | 0.03% | +3.6% |
| Q2 2020 | $305,000 | -15.3% | 1,585 | -26.9% | 0.03% | -28.2% |
| Q1 2020 | $360,000 | +61.4% | 2,167 | +86.6% | 0.04% | +56.0% |
| Q4 2019 | $223,000 | +10.9% | 1,161 | +0.3% | 0.02% | -3.8% |
| Q2 2019 | $201,000 | – | 1,157 | – | 0.03% | – |
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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% |