VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 893 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $33,149 | +34.1% | 141 | +39.6% | 0.03% | +42.9% |
| Q2 2023 | $24,727 | +2.7% | 101 | 0.0% | 0.02% | -16.0% |
| Q1 2023 | $24,084 | -3.8% | 101 | 0.0% | 0.02% | +8.7% |
| Q4 2022 | $25,035 | +8.8% | 101 | 0.0% | 0.02% | +4.5% |
| Q3 2022 | $23,000 | +64.3% | 101 | +65.6% | 0.02% | +83.3% |
| Q2 2022 | $14,000 | -12.5% | 61 | 0.0% | 0.01% | +9.1% |
| Q1 2022 | $16,000 | 0.0% | 61 | 0.0% | 0.01% | +10.0% |
| Q4 2021 | $16,000 | +6.7% | 61 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $15,000 | 0.0% | 61 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $15,000 | +7.1% | 61 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $14,000 | 0.0% | 61 | 0.0% | 0.01% | -9.1% |
| Q4 2020 | $14,000 | +16.7% | 61 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $12,000 | 0.0% | 61 | 0.0% | 0.01% | -8.3% |
| Q2 2020 | $12,000 | – | 61 | – | 0.01% | – |
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% |