VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 859 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.47 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $666 | -4.6% | 2,831 | -0.7% | 0.44% | -2.4% |
| Q2 2023 | $698 | +5.6% | 2,851 | +2.8% | 0.45% | -1.1% |
| Q1 2023 | $661 | +3.8% | 2,773 | +7.9% | 0.46% | -5.6% |
| Q4 2022 | $637 | -99.9% | 2,569 | +26.2% | 0.48% | +32.5% |
| Q3 2022 | $455,000 | -5.0% | 2,035 | 0.0% | 0.37% | -17.0% |
| Q2 2022 | $479,000 | -7.0% | 2,035 | +0.7% | 0.44% | +5.8% |
| Q1 2022 | $515,000 | -1.0% | 2,021 | +3.6% | 0.42% | -3.9% |
| Q4 2021 | $520,000 | – | 1,951 | – | 0.43% | – |
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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% |