VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 876 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $784,791 | -4.9% | 3,325 | -1.3% | 0.03% | +6.7% |
| Q2 2023 | $824,980 | -5.2% | 3,370 | -7.6% | 0.03% | -6.2% |
| Q1 2023 | $870,255 | -3.9% | 3,649 | 0.0% | 0.03% | -8.6% |
| Q4 2022 | $905,125 | +10.5% | 3,649 | +0.1% | 0.04% | -2.8% |
| Q3 2022 | $819,000 | -4.7% | 3,646 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $859,000 | -7.9% | 3,646 | -0.6% | 0.04% | +9.1% |
| Q1 2022 | $933,000 | -4.4% | 3,667 | +0.1% | 0.03% | 0.0% |
| Q4 2021 | $976,000 | +8.4% | 3,664 | +1.0% | 0.03% | 0.0% |
| Q3 2021 | $900,000 | +4636.8% | 3,629 | +3055.7% | 0.03% | +3200.0% |
| Q3 2019 | $19,000 | -5.0% | 115 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $20,000 | -13.0% | 115 | -8.0% | 0.00% | -50.0% |
| Q3 2018 | $23,000 | – | 125 | – | 0.00% | – |
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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% |