VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 22 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,537,311 | +0.4% | 6,539 | +4.5% | 0.86% | +1.5% |
| Q2 2023 | $1,531,930 | +3.3% | 6,257 | +0.6% | 0.84% | +39.1% |
| Q1 2023 | $1,483,071 | -3.2% | 6,219 | +0.7% | 0.61% | -17.3% |
| Q4 2022 | $1,532,310 | +6.0% | 6,177 | -0.3% | 0.73% | -5.1% |
| Q3 2022 | $1,446,000 | -3.1% | 6,193 | -0.3% | 0.77% | -9.9% |
| Q2 2022 | $1,493,000 | -8.2% | 6,213 | -1.6% | 0.86% | +1.9% |
| Q1 2022 | $1,627,000 | -14.2% | 6,314 | -11.3% | 0.84% | -9.6% |
| Q4 2021 | $1,896,000 | +192.6% | 7,117 | +171.6% | 0.93% | +122.0% |
| Q3 2021 | $648,000 | -9.6% | 2,620 | -9.7% | 0.42% | -11.8% |
| Q2 2021 | $717,000 | +24.5% | 2,900 | +15.1% | 0.48% | +1.7% |
| Q1 2021 | $576,000 | +34.0% | 2,519 | +31.1% | 0.47% | +16.5% |
| Q4 2020 | $430,000 | – | 1,922 | – | 0.40% | – |
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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% |