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 | $1,622 | +8.0% | 6,900 | +12.5% | 0.89% | +10.4% |
| Q2 2023 | $1,502 | -0.8% | 6,136 | -3.3% | 0.81% | -6.5% |
| Q1 2023 | $1,514 | -2.5% | 6,347 | +1.4% | 0.87% | -9.4% |
| Q4 2022 | $1,553 | -99.9% | 6,262 | +6.6% | 0.96% | +4.0% |
| Q3 2022 | $1,313,000 | +6.4% | 5,872 | +12.1% | 0.92% | +6.9% |
| Q2 2022 | $1,234,000 | +3.2% | 5,238 | +11.4% | 0.86% | +18.9% |
| Q1 2022 | $1,196,000 | +11.6% | 4,703 | +16.9% | 0.72% | +9.4% |
| Q4 2021 | $1,072,000 | – | 4,023 | – | 0.66% | – |
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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% |