VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 876 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $726,574 | -4.0% | 3,080 | 0.0% | 0.51% | -4.7% |
| Q2 2023 | $756,529 | +3.0% | 3,080 | 0.0% | 0.53% | -0.9% |
| Q1 2023 | $734,457 | -4.3% | 3,080 | -0.5% | 0.54% | -10.5% |
| Q4 2022 | $767,715 | +10.5% | 3,095 | -0.3% | 0.60% | +5.6% |
| Q3 2022 | $695,000 | -4.9% | 3,105 | 0.0% | 0.57% | +1.4% |
| Q2 2022 | $731,000 | -9.1% | 3,105 | -1.8% | 0.56% | +5.6% |
| Q1 2022 | $804,000 | -4.5% | 3,161 | 0.0% | 0.53% | -2.9% |
| Q4 2021 | $842,000 | +7.8% | 3,161 | 0.0% | 0.55% | +12.1% |
| Q3 2021 | $781,000 | 0.0% | 3,161 | 0.0% | 0.49% | +3.8% |
| Q2 2021 | $781,000 | +8.0% | 3,161 | 0.0% | 0.47% | -1.7% |
| Q1 2021 | $723,000 | +2.3% | 3,161 | 0.0% | 0.48% | -6.1% |
| Q4 2020 | $707,000 | +7.6% | 3,161 | -1.9% | 0.51% | -3.6% |
| Q3 2020 | $657,000 | 0.0% | 3,221 | 0.0% | 0.53% | +2.5% |
| Q2 2020 | $657,000 | +25.1% | 3,221 | +1.8% | 0.52% | -0.8% |
| Q1 2020 | $525,000 | -15.0% | 3,165 | -1.8% | 0.52% | +3.6% |
| Q4 2019 | $618,000 | +14.4% | 3,222 | 0.0% | 0.50% | -13.5% |
| Q3 2019 | $540,000 | – | 3,222 | – | 0.58% | – |
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% |