VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.75 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $312,670 | -2.0% | 1,325 | 0.0% | 0.14% | +4.7% |
| Q2 2023 | $318,928 | -2.9% | 1,325 | 0.0% | 0.13% | -23.7% |
| Q4 2022 | $328,507 | +4.3% | 1,325 | 0.0% | 0.17% | -0.6% |
| Q3 2022 | $315,000 | +0.3% | 1,325 | 0.0% | 0.17% | -2.9% |
| Q2 2022 | $314,000 | -7.4% | 1,325 | 0.0% | 0.18% | +2.9% |
| Q1 2022 | $339,000 | -5.3% | 1,325 | -4.9% | 0.17% | -40.1% |
| Q4 2021 | $358,000 | +5.6% | 1,393 | +4.5% | 0.28% | +5.6% |
| Q3 2021 | $339,000 | +2.1% | 1,333 | 0.0% | 0.27% | -4.6% |
| Q2 2021 | $332,000 | +5.4% | 1,333 | +0.6% | 0.28% | +12.4% |
| Q1 2021 | $315,000 | +2.6% | 1,325 | 0.0% | 0.25% | -17.2% |
| Q4 2020 | $307,000 | – | 1,325 | – | 0.30% | – |
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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% |