VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 826 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.39 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $13,923 | -92.8% | 59 | -92.5% | 0.00% | -93.5% |
Q2 2023 | $193,856 | +1254.9% | 789 | +1215.0% | 0.05% | +1050.0% |
Q1 2023 | $14,308 | -5.4% | 60 | -1.6% | 0.00% | 0.0% |
Q4 2022 | $15,131 | +16.4% | 61 | +1.7% | 0.00% | 0.0% |
Q3 2022 | $13,000 | -7.1% | 60 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $14,000 | -6.7% | 60 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $15,000 | -6.2% | 60 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $16,000 | +6.7% | 60 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $15,000 | +15.4% | 60 | +15.4% | 0.00% | +33.3% |
Q2 2021 | $13,000 | -7.1% | 52 | -13.3% | 0.00% | -25.0% |
Q1 2021 | $14,000 | +7.7% | 60 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $13,000 | +18.2% | 60 | +15.4% | 0.00% | +33.3% |
Q3 2020 | $11,000 | +10.0% | 52 | 0.0% | 0.00% | -25.0% |
Q2 2020 | $10,000 | -52.4% | 52 | -58.4% | 0.00% | -55.6% |
Q1 2020 | $21,000 | -12.5% | 125 | 0.0% | 0.01% | -30.8% |
Q4 2019 | $24,000 | +14.3% | 125 | 0.0% | 0.01% | +8.3% |
Q3 2019 | $21,000 | – | 125 | – | 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% |