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 | $74,292 | -4.0% | 316 | 0.0% | 0.02% | -3.8% |
| Q2 2023 | $77,363 | +95.4% | 316 | +90.4% | 0.03% | +85.7% |
| Q1 2023 | $39,584 | +6.6% | 166 | 0.0% | 0.01% | -22.2% |
| Q4 2022 | $37,134 | +0.4% | 166 | 0.0% | 0.02% | +5.9% |
| Q3 2022 | $37,000 | +37.0% | 166 | +48.2% | 0.02% | +13.3% |
| Q2 2022 | $27,000 | +107.7% | 112 | +124.0% | 0.02% | +150.0% |
| Q1 2022 | $13,000 | 0.0% | 50 | 0.0% | 0.01% | -14.3% |
| Q4 2021 | $13,000 | +8.3% | 50 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $12,000 | -7.7% | 50 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $13,000 | +18.2% | 50 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $11,000 | 0.0% | 50 | 0.0% | 0.01% | -12.5% |
| Q4 2020 | $11,000 | +37.5% | 50 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $8,000 | – | 50 | – | 0.01% | – |
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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% |