VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 910 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,242,362 | -11.9% | 12,189 | -10.4% | 0.54% | -16.5% |
| Q1 2024 | $3,680,244 | +6.6% | 13,604 | -1.2% | 0.65% | -4.4% |
| Q4 2023 | $3,451,510 | +7.3% | 13,767 | +0.6% | 0.68% | -12.3% |
| Q3 2023 | $3,215,943 | -6.1% | 13,679 | -2.2% | 0.77% | -6.5% |
| Q2 2023 | $3,423,860 | +6.3% | 13,985 | +2.3% | 0.83% | -2.8% |
| Q1 2023 | $3,222,305 | -2.2% | 13,671 | +2.9% | 0.85% | -2.1% |
| Q4 2022 | $3,295,316 | +10.2% | 13,285 | -0.6% | 0.87% | -2.1% |
| Q3 2022 | $2,990,000 | -10.0% | 13,365 | -1.5% | 0.89% | +5.0% |
| Q2 2022 | $3,323,000 | -10.6% | 13,575 | -7.1% | 0.85% | -4.8% |
| Q1 2022 | $3,718,000 | +10227.8% | 14,616 | +6425.0% | 0.89% | +3456.0% |
| Q2 2018 | $36,000 | – | 224 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wheelhouse Advisory Group LLC | 54,425 | $14,355,350 | 10.11% |
| Allied Investment Advisors, LLC | 133,344 | $35,469,504 | 8.32% |
| Morningstar Investment Management LLC | 273,439 | $72,735 | 7.60% |
| Wall Street Financial Group, Inc. | 15,257 | $4,058,250 | 6.90% |
| Beacon Capital Management, Inc. | 583,712 | $155,267,520 | 6.68% |
| PARAGON FINANCIAL PARTNERS, INC. | 30,330 | $8,067,757 | 6.29% |
| Essex Private Wealth Management, LLC | 9,276 | $2,467,397 | 6.28% |
| PGIM Custom Harvest LLC | 1,054,252 | $280,430,945 | 6.26% |
| ASSET PLANNING CORPORATION | 29,161 | $7,756,695 | 5.80% |
| Capital Advantage, Inc. | 91,922 | $24,234,208 | 4.97% |