VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 840 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $236,541 | -1.3% | 886 | 0.0% | 0.02% | -3.8% |
| Q1 2024 | $239,691 | +7.9% | 886 | 0.0% | 0.03% | 0.0% |
| Q4 2023 | $222,076 | +6.3% | 886 | +0.1% | 0.03% | -7.1% |
| Q3 2023 | $208,911 | -3.9% | 885 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $217,454 | +3.0% | 885 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $211,048 | -3.8% | 885 | 0.0% | 0.03% | -6.7% |
| Q4 2022 | $219,480 | +5.5% | 885 | +0.1% | 0.03% | +11.1% |
| Q2 2022 | $208,000 | -7.6% | 884 | 0.0% | 0.03% | +8.0% |
| Q1 2022 | $225,000 | -4.3% | 884 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $235,000 | +7.8% | 884 | +0.1% | 0.02% | -3.8% |
| Q3 2021 | $218,000 | +8.5% | 883 | +8.3% | 0.03% | 0.0% |
| Q2 2021 | $201,000 | – | 815 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wheelhouse Advisory Group LLC | 54,425 | $14,355,350 | 10.11% |
| Allied Investment Advisors, LLC | 133,344 | $35,469,504 | 8.32% |
| Morningstar Investment Management LLC | 273,439 | $72,735 | 7.60% |
| Wall Street Financial Group, Inc. | 15,257 | $4,058,250 | 6.90% |
| Beacon Capital Management, Inc. | 583,712 | $155,267,520 | 6.68% |
| PARAGON FINANCIAL PARTNERS, INC. | 30,330 | $8,067,757 | 6.29% |
| Essex Private Wealth Management, LLC | 9,276 | $2,467,397 | 6.28% |
| PGIM Custom Harvest LLC | 1,054,252 | $280,430,945 | 6.26% |
| ASSET PLANNING CORPORATION | 29,161 | $7,756,695 | 5.80% |
| Capital Advantage, Inc. | 91,922 | $24,234,208 | 4.97% |