VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $85,812 | -4.0% | 365 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $89,360 | +87.4% | 365 | +82.5% | 0.01% | +80.0% |
| Q1 2023 | $47,692 | -57.3% | 200 | -55.6% | 0.01% | -58.3% |
| Q4 2022 | $111,622 | -77.9% | 450 | -80.1% | 0.01% | -74.5% |
| Q3 2022 | $506,000 | -4.9% | 2,261 | 0.0% | 0.05% | 0.0% |
| Q2 2022 | $532,000 | +1.3% | 2,261 | +9.7% | 0.05% | +27.0% |
| Q1 2022 | $525,000 | -4.5% | 2,062 | -0.1% | 0.04% | 0.0% |
| Q4 2021 | $550,000 | – | 2,064 | – | 0.04% | – |
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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% |