VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 22 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $268,249 | -5.2% | 1,141 | -1.3% | 0.04% | -5.4% |
| Q2 2023 | $283,012 | +1.7% | 1,156 | -0.9% | 0.04% | -7.5% |
| Q1 2023 | $278,283 | -3.8% | 1,167 | +0.1% | 0.04% | -14.9% |
| Q4 2022 | $289,226 | +11.7% | 1,166 | +0.7% | 0.05% | -6.0% |
| Q3 2022 | $259,000 | -2.6% | 1,158 | +2.7% | 0.05% | 0.0% |
| Q2 2022 | $266,000 | -6.7% | 1,128 | +0.8% | 0.05% | +8.7% |
| Q1 2022 | $285,000 | -4.4% | 1,119 | +0.2% | 0.05% | 0.0% |
| Q4 2021 | $298,000 | +10.8% | 1,117 | +2.5% | 0.05% | 0.0% |
| Q3 2021 | $269,000 | +9.8% | 1,090 | +9.8% | 0.05% | +7.0% |
| Q2 2021 | $245,000 | – | 993 | – | 0.04% | – |
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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% |