VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 956 filers reported holding VANGUARD WORLD FDS in Q2 2024. The put-call ratio across all filers is 0.18 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $21,442,029 | -4.2% | 80,609 | -2.6% | 3.91% | -11.0% |
| Q1 2024 | $22,386,377 | +39.9% | 82,753 | +29.6% | 4.39% | +22.8% |
| Q4 2023 | $16,006,022 | +14.3% | 63,845 | +7.2% | 3.57% | -7.1% |
| Q3 2023 | $14,000,275 | +1.0% | 59,550 | +5.1% | 3.85% | +1.1% |
| Q2 2023 | $13,866,713 | +2.5% | 56,640 | -0.1% | 3.80% | -8.7% |
| Q1 2023 | $13,524,032 | +15.2% | 56,714 | +19.8% | 4.17% | +0.9% |
| Q4 2022 | $11,742,792 | -21.7% | 47,340 | -29.4% | 4.13% | -31.5% |
| Q3 2022 | $15,004,000 | +0.7% | 67,073 | +6.0% | 6.03% | +1.6% |
| Q2 2022 | $14,897,000 | -17.1% | 63,258 | -10.4% | 5.93% | -13.3% |
| Q1 2022 | $17,962,000 | +2.0% | 70,613 | +6.9% | 6.84% | -7.0% |
| Q4 2021 | $17,606,000 | +14.4% | 66,083 | +6.1% | 7.36% | +4.9% |
| Q3 2021 | $15,392,000 | +13.7% | 62,274 | +13.6% | 7.01% | +9.5% |
| Q2 2021 | $13,542,000 | +91.2% | 54,798 | +73.1% | 6.40% | +36.9% |
| Q4 2020 | $7,084,000 | – | 31,661 | – | 4.68% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wheelhouse Advisory Group LLC | 54,425 | $14,355,350 | 10.11% |
| Allied Investment Advisors, LLC | 133,344 | $35,469,504 | 8.32% |
| Morningstar Investment Management LLC | 273,439 | $72,735 | 7.60% |
| Wall Street Financial Group, Inc. | 15,257 | $4,058,250 | 6.90% |
| Beacon Capital Management, Inc. | 583,712 | $155,267,520 | 6.68% |
| PARAGON FINANCIAL PARTNERS, INC. | 30,330 | $8,067,757 | 6.29% |
| Essex Private Wealth Management, LLC | 9,276 | $2,467,397 | 6.28% |
| PGIM Custom Harvest LLC | 1,054,252 | $280,430,945 | 6.26% |
| ASSET PLANNING CORPORATION | 29,161 | $7,756,695 | 5.80% |
| Capital Advantage, Inc. | 91,922 | $24,234,208 | 4.97% |