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 | $1,313 | -3.8% | 5,584 | +0.1% | 0.21% | -2.3% |
| Q2 2023 | $1,365 | +2.6% | 5,577 | 0.0% | 0.22% | 0.0% |
| Q1 2023 | $1,330 | -3.8% | 5,577 | +0.1% | 0.22% | -8.5% |
| Q4 2022 | $1,382 | -99.9% | 5,571 | +0.3% | 0.24% | +2.2% |
| Q3 2022 | $1,243,000 | -5.0% | 5,556 | 0.0% | 0.23% | -2.5% |
| Q2 2022 | $1,308,000 | -7.4% | 5,556 | +0.1% | 0.24% | +6.3% |
| Q1 2022 | $1,412,000 | -4.4% | 5,550 | +0.1% | 0.22% | +1.4% |
| Q4 2021 | $1,477,000 | +3.2% | 5,544 | +0.1% | 0.22% | -8.7% |
| Q3 2021 | $1,431,000 | -23.1% | 5,538 | -26.5% | 0.24% | -30.1% |
| Q2 2021 | $1,861,000 | +8.2% | 7,532 | +0.1% | 0.34% | +6.8% |
| Q1 2021 | $1,720,000 | – | 7,521 | – | 0.32% | – |
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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% |