VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 762 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $124,549 | -3.7% | 530 | +0.4% | 0.03% | +3.3% |
| Q2 2023 | $129,280 | -18.6% | 528 | -20.7% | 0.03% | -23.1% |
| Q1 2023 | $158,728 | -3.8% | 666 | 0.0% | 0.04% | -11.4% |
| Q4 2022 | $165,078 | +7.9% | 666 | -2.8% | 0.04% | -4.3% |
| Q3 2022 | $153,000 | +135.4% | 685 | +145.5% | 0.05% | +142.1% |
| Q2 2022 | $65,000 | +32.7% | 279 | +42.3% | 0.02% | +58.3% |
| Q1 2022 | $49,000 | -5.8% | 196 | 0.0% | 0.01% | -7.7% |
| Q4 2021 | $52,000 | +8.3% | 196 | 0.0% | 0.01% | +8.3% |
| Q3 2021 | $48,000 | +9.1% | 196 | +8.3% | 0.01% | +9.1% |
| Q2 2021 | $44,000 | +51.7% | 181 | +42.5% | 0.01% | +37.5% |
| Q1 2021 | $29,000 | +38.1% | 127 | +41.1% | 0.01% | +33.3% |
| Q4 2020 | $21,000 | – | 90 | – | 0.01% | – |
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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% |