VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 893 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,312,162 | -5.0% | 5,581 | -1.1% | 0.19% | -3.1% |
| Q2 2023 | $1,381,832 | +2.2% | 5,644 | -0.5% | 0.19% | -2.0% |
| Q1 2023 | $1,352,606 | -4.3% | 5,672 | -0.4% | 0.20% | -10.9% |
| Q4 2022 | $1,413,201 | +10.9% | 5,697 | +0.1% | 0.22% | -4.3% |
| Q3 2022 | $1,274,000 | -8.3% | 5,693 | -3.6% | 0.23% | -4.9% |
| Q2 2022 | $1,390,000 | -15.7% | 5,903 | -18.1% | 0.24% | -22.1% |
| Q1 2022 | $1,649,000 | +2.2% | 7,207 | +19.0% | 0.31% | +27.9% |
| Q4 2021 | $1,613,000 | +7.1% | 6,056 | -0.6% | 0.24% | -0.4% |
| Q3 2021 | $1,506,000 | -2.9% | 6,092 | -3.2% | 0.24% | -5.8% |
| Q2 2021 | $1,551,000 | -5.9% | 6,292 | -12.7% | 0.26% | -15.9% |
| Q1 2021 | $1,648,000 | -5.7% | 7,207 | -7.6% | 0.31% | -16.0% |
| Q4 2020 | $1,748,000 | -0.6% | 7,803 | -9.5% | 0.37% | -26.0% |
| Q3 2020 | $1,759,000 | +3.7% | 8,624 | -2.1% | 0.50% | -5.9% |
| Q2 2020 | $1,697,000 | -13.2% | 8,808 | -13.6% | 0.53% | -16.7% |
| Q4 2019 | $1,955,000 | – | 10,193 | – | 0.63% | – |
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% |