VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 826 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.39 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,168,147 | -6.8% | 13,476 | -2.9% | 0.06% | 0.0% |
| Q2 2023 | $3,398,944 | -79.6% | 13,883 | -80.2% | 0.06% | -80.9% |
| Q1 2023 | $16,687,580 | +6.1% | 69,981 | +10.4% | 0.32% | -0.6% |
| Q4 2022 | $15,721,648 | +682.6% | 63,381 | +605.9% | 0.32% | +648.8% |
| Q3 2022 | $2,009,000 | -5.1% | 8,979 | -0.1% | 0.04% | 0.0% |
| Q2 2022 | $2,116,000 | -4.8% | 8,986 | +2.8% | 0.04% | +19.4% |
| Q1 2022 | $2,223,000 | -41.1% | 8,739 | -38.3% | 0.04% | -36.8% |
| Q4 2021 | $3,774,000 | -15.5% | 14,166 | -21.6% | 0.06% | -17.4% |
| Q3 2021 | $4,466,000 | -0.2% | 18,071 | -0.2% | 0.07% | +3.0% |
| Q2 2021 | $4,477,000 | +10.5% | 18,115 | +2.2% | 0.07% | 0.0% |
| Q1 2021 | $4,053,000 | +17.6% | 17,719 | +15.0% | 0.07% | +8.1% |
| Q4 2020 | $3,446,000 | +13.6% | 15,403 | +3.6% | 0.06% | +3.3% |
| Q3 2020 | $3,034,000 | +12.5% | 14,874 | +6.2% | 0.06% | +3.4% |
| Q2 2020 | $2,697,000 | +17.3% | 14,000 | +1.1% | 0.06% | -4.9% |
| Q1 2020 | $2,299,000 | -59.7% | 13,842 | -53.5% | 0.06% | -48.7% |
| Q4 2019 | $5,702,000 | +12.4% | 29,738 | -1.7% | 0.12% | +6.2% |
| Q3 2019 | $5,073,000 | +3.2% | 30,256 | +7.1% | 0.11% | +0.9% |
| Q2 2019 | $4,915,000 | +5.9% | 28,259 | +5.1% | 0.11% | +0.9% |
| Q1 2019 | $4,640,000 | -6.4% | 26,900 | -12.8% | 0.11% | -22.0% |
| Q4 2018 | $4,956,000 | +164.2% | 30,861 | +196.9% | 0.14% | +200.0% |
| Q3 2018 | $1,876,000 | +7.9% | 10,396 | -4.8% | 0.05% | -11.3% |
| Q2 2018 | $1,738,000 | +227.9% | 10,920 | +108.4% | 0.05% | +103.8% |
| Q4 2013 | $530,000 | +80.9% | 5,241 | +66.6% | 0.03% | +62.5% |
| Q3 2013 | $293,000 | +43.6% | 3,145 | +33.1% | 0.02% | +45.5% |
| Q2 2013 | $204,000 | – | 2,362 | – | 0.01% | – |
Download | ||||||
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% |