VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 893 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $295,195 | -13.2% | 1,256 | -9.5% | 0.13% | -9.7% |
| Q2 2023 | $339,929 | -0.1% | 1,388 | -2.7% | 0.14% | +21.0% |
| Q1 2023 | $340,160 | -3.7% | 1,426 | +0.1% | 0.12% | -3.3% |
| Q4 2022 | $353,373 | +11.1% | 1,425 | +0.4% | 0.12% | -8.2% |
| Q3 2022 | $318,000 | -4.8% | 1,420 | 0.0% | 0.13% | -14.6% |
| Q2 2022 | $334,000 | -7.5% | 1,420 | +0.1% | 0.16% | +12.9% |
| Q1 2022 | $361,000 | +5.9% | 1,418 | +10.6% | 0.14% | +17.8% |
| Q4 2021 | $341,000 | +7.9% | 1,282 | +0.3% | 0.12% | +2.6% |
| Q3 2021 | $316,000 | 0.0% | 1,278 | 0.0% | 0.12% | +0.9% |
| Q2 2021 | $316,000 | +10.1% | 1,278 | +1.9% | 0.11% | -1.7% |
| Q1 2021 | $287,000 | -4.7% | 1,254 | -6.7% | 0.12% | -10.8% |
| Q4 2020 | $301,000 | +18.0% | 1,344 | +7.4% | 0.13% | +7.4% |
| Q3 2020 | $255,000 | +5.8% | 1,251 | +0.1% | 0.12% | -0.8% |
| Q2 2020 | $241,000 | +18.1% | 1,250 | +1.8% | 0.12% | +0.8% |
| Q1 2020 | $204,000 | -13.2% | 1,228 | +0.2% | 0.12% | +16.3% |
| Q4 2019 | $235,000 | – | 1,226 | – | 0.10% | – |
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% |