VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 898 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,754,488 | -6.2% | 24,477 | -2.3% | 2.51% | -5.9% |
| Q2 2023 | $6,133,417 | +812.7% | 25,053 | +789.0% | 2.66% | +735.4% |
| Q1 2023 | $672,043 | -91.3% | 2,818 | -91.0% | 0.32% | -91.5% |
| Q4 2022 | $7,753,109 | +1076.5% | 31,256 | +961.3% | 3.74% | +1019.8% |
| Q3 2022 | $659,000 | -31.0% | 2,945 | -27.4% | 0.33% | -25.9% |
| Q2 2022 | $955,000 | -92.7% | 4,056 | -92.1% | 0.45% | -91.6% |
| Q1 2022 | $13,023,000 | -4.5% | 51,194 | +0.1% | 5.35% | -7.5% |
| Q4 2021 | $13,630,000 | +9.7% | 51,161 | +1.5% | 5.78% | -8.9% |
| Q3 2021 | $12,430,000 | +7.7% | 50,412 | +8.0% | 6.35% | +0.2% |
| Q2 2021 | $11,538,000 | +532.9% | 46,686 | +485.8% | 6.34% | +384.0% |
| Q1 2021 | $1,823,000 | -76.2% | 7,969 | -76.7% | 1.31% | -80.0% |
| Q4 2020 | $7,654,000 | – | 34,210 | – | 6.56% | – |
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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% |