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 | $317,977 | -3.9% | 1,353 | +0.1% | 0.05% | -5.4% |
| Q2 2023 | $330,988 | -0.5% | 1,352 | +0.8% | 0.06% | -15.2% |
| Q4 2022 | $332,755 | +9.1% | 1,341 | -1.8% | 0.07% | +6.5% |
| Q3 2022 | $305,000 | -5.3% | 1,365 | 0.0% | 0.06% | -3.1% |
| Q2 2022 | $322,000 | -7.2% | 1,365 | 0.0% | 0.06% | +8.5% |
| Q1 2022 | $347,000 | -7.7% | 1,365 | -3.3% | 0.06% | -4.8% |
| Q4 2021 | $376,000 | +10.9% | 1,411 | +3.0% | 0.06% | +1.6% |
| Q3 2021 | $339,000 | 0.0% | 1,370 | 0.0% | 0.06% | 0.0% |
| Q2 2021 | $339,000 | +8.3% | 1,370 | 0.0% | 0.06% | 0.0% |
| Q1 2021 | $313,000 | +2.3% | 1,370 | 0.0% | 0.06% | -4.7% |
| Q4 2020 | $306,000 | +9.7% | 1,370 | +0.1% | 0.06% | -5.9% |
| Q3 2020 | $279,000 | +35.4% | 1,369 | -0.6% | 0.07% | -40.4% |
| Q1 2018 | $206,000 | – | 1,377 | – | 0.11% | – |
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% |