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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,450,130 | -3.5% | 27,436 | +0.4% | 0.16% | -81.8% |
| Q2 2023 | $6,687,425 | +6.5% | 27,316 | +3.7% | 0.88% | -2.5% |
| Q1 2023 | $6,282,211 | -1.8% | 26,345 | +2.2% | 0.91% | -8.1% |
| Q4 2022 | $6,395,003 | +14.1% | 25,781 | +2.9% | 0.99% | +6.9% |
| Q3 2022 | $5,606,000 | -0.1% | 25,059 | +5.2% | 0.92% | +3.6% |
| Q2 2022 | $5,609,000 | -46.7% | 23,819 | -41.3% | 0.89% | -35.5% |
| Q1 2022 | $10,529,000 | +128.1% | 40,570 | +134.1% | 1.38% | +129.2% |
| Q4 2021 | $4,616,000 | -1.3% | 17,327 | -8.4% | 0.60% | -10.5% |
| Q3 2021 | $4,676,000 | +0.0% | 18,917 | 0.0% | 0.67% | +0.4% |
| Q2 2021 | $4,675,000 | +10.9% | 18,917 | +2.6% | 0.67% | -0.3% |
| Q1 2021 | $4,216,000 | +5.7% | 18,430 | +3.4% | 0.67% | +17.7% |
| Q4 2020 | $3,990,000 | +11.6% | 17,832 | +1.7% | 0.57% | -3.2% |
| Q3 2020 | $3,576,000 | +6.2% | 17,530 | +0.3% | 0.59% | +0.2% |
| Q2 2020 | $3,368,000 | +17.4% | 17,484 | +1.2% | 0.59% | +5.4% |
| Q1 2020 | $2,870,000 | +14.4% | 17,282 | +32.1% | 0.56% | +29.0% |
| Q4 2019 | $2,509,000 | +15.2% | 13,083 | +0.7% | 0.43% | -6.5% |
| Q3 2019 | $2,178,000 | -3.5% | 12,988 | +0.0% | 0.46% | -5.1% |
| Q2 2019 | $2,258,000 | +1.5% | 12,984 | +0.7% | 0.49% | -2.0% |
| Q1 2019 | $2,225,000 | +9.3% | 12,897 | +1.8% | 0.50% | -34.6% |
| Q4 2018 | $2,036,000 | -11.0% | 12,674 | 0.0% | 0.76% | +5.8% |
| Q3 2018 | $2,287,000 | +14.2% | 12,674 | +0.7% | 0.72% | +5.9% |
| Q2 2018 | $2,003,000 | +3.7% | 12,585 | 0.0% | 0.68% | -2.3% |
| Q1 2018 | $1,932,000 | +1.0% | 12,585 | +1.4% | 0.70% | -3.9% |
| Q4 2017 | $1,913,000 | +1.9% | 12,414 | +0.7% | 0.72% | -6.0% |
| Q3 2017 | $1,877,000 | +3.6% | 12,327 | +0.3% | 0.77% | -3.9% |
| Q2 2017 | $1,811,000 | +7.0% | 12,286 | 0.0% | 0.80% | -1.2% |
| Q1 2017 | $1,693,000 | +9.1% | 12,286 | +0.3% | 0.81% | -1.9% |
| Q4 2016 | $1,552,000 | – | 12,247 | – | 0.83% | – |
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% |