VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 876 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,781 | -2.4% | 11,824 | +1.6% | 2.11% | +0.9% |
| Q2 2023 | $2,849 | +4.6% | 11,635 | +1.9% | 2.09% | -1.4% |
| Q1 2023 | $2,723 | -4.7% | 11,417 | -0.9% | 2.12% | -14.7% |
| Q4 2022 | $2,858 | -99.9% | 11,519 | +5.6% | 2.48% | +5.2% |
| Q3 2022 | $2,441,000 | +1.0% | 10,911 | +6.3% | 2.36% | +0.2% |
| Q2 2022 | $2,418,000 | -5.1% | 10,267 | +2.5% | 2.36% | +2.9% |
| Q1 2022 | $2,549,000 | +18.4% | 10,019 | +24.1% | 2.29% | +25.1% |
| Q4 2021 | $2,152,000 | +20.1% | 8,076 | +11.4% | 1.83% | +10.4% |
| Q3 2021 | $1,792,000 | – | 7,251 | – | 1.66% | – |
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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% |