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 | $2,800,635 | -4.1% | 11,913 | -0.1% | 0.83% | -1.0% |
| Q2 2023 | $2,920,701 | +1.9% | 11,930 | -0.8% | 0.83% | -3.4% |
| Q1 2023 | $2,866,526 | -5.6% | 12,021 | -1.8% | 0.86% | -9.3% |
| Q4 2022 | $3,035,299 | +10.6% | 12,237 | -0.2% | 0.95% | +4.3% |
| Q3 2022 | $2,744,000 | -6.9% | 12,267 | -2.0% | 0.91% | -9.4% |
| Q2 2022 | $2,946,000 | -8.9% | 12,512 | -1.6% | 1.01% | +5.5% |
| Q1 2022 | $3,233,000 | -4.9% | 12,710 | -0.4% | 0.96% | -8.4% |
| Q4 2021 | $3,400,000 | +9.0% | 12,762 | +1.2% | 1.04% | +0.6% |
| Q3 2021 | $3,118,000 | -1.2% | 12,615 | -1.3% | 1.04% | -0.6% |
| Q2 2021 | $3,157,000 | +3.3% | 12,776 | -4.4% | 1.04% | +0.9% |
| Q1 2021 | $3,057,000 | +1.9% | 13,363 | -0.4% | 1.03% | -3.5% |
| Q4 2020 | $3,001,000 | +15.1% | 13,415 | +4.9% | 1.07% | +1.5% |
| Q3 2020 | $2,608,000 | +6.3% | 12,786 | +0.4% | 1.06% | -0.7% |
| Q2 2020 | $2,453,000 | +4360.0% | 12,733 | +3758.5% | 1.06% | +3696.4% |
| Q1 2020 | $55,000 | -12.7% | 330 | +0.6% | 0.03% | +12.0% |
| Q4 2019 | $63,000 | – | 328 | – | 0.02% | – |
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% |