VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.75 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $862,347 | -16.4% | 3,668 | -12.9% | 0.68% | -16.2% |
| Q2 2023 | $1,030,937 | -0.8% | 4,211 | -3.4% | 0.81% | -8.4% |
| Q1 2023 | $1,039,447 | -5.1% | 4,359 | -1.3% | 0.89% | -10.9% |
| Q4 2022 | $1,095,885 | +26.0% | 4,418 | +13.5% | 1.00% | +10.8% |
| Q3 2022 | $870,000 | +30.6% | 3,891 | +37.5% | 0.90% | +30.8% |
| Q2 2022 | $666,000 | -7.1% | 2,829 | +0.3% | 0.69% | +5.8% |
| Q1 2022 | $717,000 | -15.6% | 2,820 | -11.6% | 0.65% | -13.4% |
| Q4 2021 | $850,000 | – | 3,189 | – | 0.75% | – |
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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% |