VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 876 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $119,431 | -4.0% | 508 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $124,369 | +2.7% | 508 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $121,138 | -3.9% | 508 | 0.0% | 0.02% | -4.8% |
| Q4 2022 | $126,009 | +10.5% | 508 | 0.0% | 0.02% | +5.0% |
| Q3 2022 | $114,000 | -5.0% | 508 | 0.0% | 0.02% | -4.8% |
| Q2 2022 | $120,000 | -7.0% | 508 | 0.0% | 0.02% | +5.0% |
| Q1 2022 | $129,000 | -4.4% | 508 | 0.0% | 0.02% | -4.8% |
| Q4 2021 | $135,000 | +7.1% | 508 | 0.0% | 0.02% | +5.0% |
| Q3 2021 | $126,000 | 0.0% | 508 | 0.0% | 0.02% | -4.8% |
| Q2 2021 | $126,000 | +8.6% | 508 | 0.0% | 0.02% | -4.5% |
| Q1 2021 | $116,000 | +1.8% | 508 | 0.0% | 0.02% | -8.3% |
| Q4 2020 | $114,000 | +9.6% | 508 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $104,000 | +6.1% | 508 | 0.0% | 0.02% | +20.0% |
| Q2 2020 | $98,000 | +16.7% | 508 | 0.0% | 0.02% | +5.3% |
| Q1 2020 | $84,000 | -13.4% | 508 | 0.0% | 0.02% | -5.0% |
| Q4 2019 | $97,000 | +14.1% | 508 | 0.0% | 0.02% | +5.3% |
| Q3 2019 | $85,000 | -3.4% | 508 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $88,000 | 0.0% | 508 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $88,000 | +7.3% | 508 | 0.0% | 0.02% | +5.6% |
| Q4 2018 | $82,000 | -10.9% | 508 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $92,000 | +13.6% | 508 | 0.0% | 0.02% | +5.9% |
| Q2 2018 | $81,000 | +3.8% | 508 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $78,000 | – | 508 | – | 0.02% | – |
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% |