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 | $1,974,380 | -4.6% | 8,398 | -0.7% | 0.62% | -3.0% |
| Q2 2023 | $2,069,710 | +100.2% | 8,454 | +95.0% | 0.64% | -7.9% |
| Q1 2023 | $1,033,712 | +4.1% | 4,335 | -2.3% | 0.70% | -7.8% |
| Q3 2022 | $993,000 | -6.2% | 4,438 | -1.3% | 0.76% | -3.1% |
| Q2 2022 | $1,059,000 | -54.3% | 4,498 | -50.6% | 0.78% | +9.2% |
| Q1 2022 | $2,317,000 | +91.0% | 9,108 | +100.0% | 0.71% | -7.5% |
| Q4 2021 | $1,213,000 | -46.2% | 4,554 | -50.1% | 0.77% | +1.0% |
| Q3 2021 | $2,254,000 | +122.1% | 9,118 | +122.0% | 0.76% | +7.9% |
| Q2 2021 | $1,015,000 | +12.5% | 4,107 | +4.2% | 0.71% | +6.3% |
| Q1 2021 | $902,000 | -4.7% | 3,942 | -6.8% | 0.67% | -5.9% |
| Q4 2020 | $946,000 | +5.8% | 4,229 | -3.6% | 0.71% | -0.7% |
| Q3 2020 | $894,000 | +1.7% | 4,389 | -51.9% | 0.71% | -1.5% |
| Q2 2020 | $879,000 | +16.7% | 9,120 | +101.1% | 0.72% | -1.2% |
| Q1 2020 | $753,000 | -22.8% | 4,535 | -10.9% | 0.73% | -4.6% |
| Q4 2019 | $976,000 | – | 5,089 | – | 0.77% | – |
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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% |