VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 826 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.39 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,547 | -97.8% | 6,762 | -97.6% | 0.83% | -61.9% |
| Q2 2023 | $69,868 | +4234.2% | 287,174 | +4148.1% | 2.17% | +147.1% |
| Q1 2023 | $1,612 | -2.4% | 6,760 | +0.0% | 0.88% | -7.8% |
| Q4 2022 | $1,652 | -99.9% | 6,759 | -4.2% | 0.95% | -8.3% |
| Q3 2022 | $1,706,000 | +9.3% | 7,057 | -2.3% | 1.04% | +15.3% |
| Q3 2020 | $1,561,000 | +8.7% | 7,223 | -16.4% | 0.90% | -27.9% |
| Q1 2020 | $1,436,000 | -13.3% | 8,645 | +0.0% | 1.25% | +16.5% |
| Q4 2019 | $1,657,000 | – | 8,644 | – | 1.07% | – |
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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% |