VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 22 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $264,899 | +21.0% | 1,127 | +26.1% | 0.05% | +24.4% |
| Q2 2023 | $218,876 | +8.7% | 894 | +8.5% | 0.04% | -33.9% |
| Q1 2023 | $201,425 | -8.8% | 824 | -9.5% | 0.06% | -12.7% |
| Q4 2022 | $220,784 | +6.1% | 910 | -2.5% | 0.07% | -13.4% |
| Q3 2022 | $208,000 | -6.7% | 933 | -1.5% | 0.08% | -35.9% |
| Q2 2022 | $223,000 | -7.5% | 947 | +0.1% | 0.13% | +4.1% |
| Q1 2022 | $241,000 | -36.7% | 946 | -33.9% | 0.12% | -44.6% |
| Q4 2021 | $381,000 | -48.9% | 1,431 | -52.6% | 0.22% | -34.9% |
| Q3 2021 | $746,000 | -0.3% | 3,020 | -0.2% | 0.34% | +4.3% |
| Q2 2021 | $748,000 | +13.3% | 3,027 | +4.8% | 0.33% | +15.5% |
| Q1 2021 | $660,000 | +208.4% | 2,887 | +201.7% | 0.28% | +183.0% |
| Q4 2020 | $214,000 | +9.7% | 957 | +0.1% | 0.10% | -12.3% |
| Q3 2020 | $195,000 | +6.0% | 956 | 0.0% | 0.11% | -1.7% |
| Q2 2020 | $184,000 | +13.6% | 956 | -1.7% | 0.12% | -0.9% |
| Q1 2020 | $162,000 | -16.1% | 973 | -3.3% | 0.12% | +27.2% |
| Q4 2019 | $193,000 | -50.8% | 1,006 | -53.7% | 0.09% | -64.2% |
| Q3 2018 | $392,000 | +13.6% | 2,171 | 0.0% | 0.26% | 0.0% |
| Q2 2018 | $345,000 | +1.8% | 2,171 | -1.8% | 0.26% | -0.8% |
| Q1 2018 | $339,000 | -0.6% | 2,211 | 0.0% | 0.26% | +3.2% |
| Q4 2017 | $341,000 | +1.2% | 2,211 | 0.0% | 0.25% | -7.0% |
| Q3 2017 | $337,000 | -0.3% | 2,211 | -3.5% | 0.27% | -3.2% |
| Q2 2017 | $338,000 | +9.7% | 2,291 | +2.4% | 0.28% | +4.9% |
| Q1 2017 | $308,000 | -1.0% | 2,238 | -8.9% | 0.27% | +0.4% |
| Q4 2016 | $311,000 | +24.9% | 2,456 | +31.3% | 0.26% | +25.6% |
| Q3 2016 | $249,000 | -1.2% | 1,871 | -3.3% | 0.21% | +38.8% |
| Q2 2016 | $252,000 | +5.9% | 1,934 | 0.0% | 0.15% | -0.7% |
| Q1 2016 | $238,000 | -7.4% | 1,934 | 0.0% | 0.15% | +4.1% |
| Q4 2015 | $257,000 | +14.7% | 1,934 | +6.0% | 0.15% | 0.0% |
| Q3 2015 | $224,000 | -40.4% | 1,824 | -32.0% | 0.15% | -32.9% |
| Q2 2015 | $376,000 | +21.3% | 2,683 | +17.2% | 0.22% | +16.5% |
| Q1 2015 | $310,000 | +25.5% | 2,289 | +16.5% | 0.19% | +0.5% |
| Q4 2014 | $247,000 | – | 1,965 | – | 0.19% | – |
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% |