VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 859 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.47 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $996,636 | +9.6% | 4,239 | +14.1% | 0.67% | +14.7% |
Q2 2023 | $909,359 | +1.8% | 3,714 | -0.8% | 0.58% | -2.5% |
Q1 2023 | $893,128 | -4.3% | 3,745 | -0.5% | 0.60% | -6.3% |
Q4 2022 | $933,635 | +13.7% | 3,764 | +2.5% | 0.64% | +9.2% |
Q3 2022 | $821,000 | -2.0% | 3,672 | +3.2% | 0.58% | +15.4% |
Q2 2022 | $838,000 | -9.7% | 3,559 | -2.4% | 0.51% | +11.9% |
Q1 2022 | $928,000 | -2.1% | 3,648 | +2.5% | 0.45% | +7.1% |
Q4 2021 | $948,000 | +28.1% | 3,559 | +19.0% | 0.42% | +25.5% |
Q3 2021 | $740,000 | -0.3% | 2,992 | -0.4% | 0.34% | +4.0% |
Q2 2021 | $742,000 | +14.2% | 3,004 | +5.7% | 0.32% | +9.8% |
Q1 2021 | $650,000 | +10.4% | 2,843 | +8.0% | 0.30% | -13.0% |
Q4 2020 | $589,000 | +4.1% | 2,633 | -5.0% | 0.34% | -7.6% |
Q3 2020 | $566,000 | +13.2% | 2,773 | +6.8% | 0.37% | +6.7% |
Q2 2020 | $500,000 | +24.4% | 2,597 | +7.2% | 0.34% | +5.2% |
Q1 2020 | $402,000 | -13.2% | 2,422 | +0.2% | 0.33% | +11.6% |
Q4 2019 | $463,000 | +16.9% | 2,416 | +2.3% | 0.29% | +3.5% |
Q3 2019 | $396,000 | +29.4% | 2,361 | +34.0% | 0.28% | +27.5% |
Q2 2019 | $306,000 | – | 1,762 | – | 0.22% | – |
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% |