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 | $293,876 | -4.0% | 1,250 | 0.0% | 0.26% | +1.2% |
| Q2 2023 | $306,025 | +2.7% | 1,250 | 0.0% | 0.25% | -0.8% |
| Q1 2023 | $298,075 | -8.2% | 1,250 | -4.5% | 0.26% | -6.6% |
| Q4 2022 | $324,698 | +16.0% | 1,309 | +4.7% | 0.27% | +7.5% |
| Q3 2022 | $280,000 | -4.8% | 1,250 | 0.0% | 0.25% | -8.6% |
| Q2 2022 | $294,000 | -10.1% | 1,250 | -2.6% | 0.28% | -7.0% |
| Q1 2022 | $327,000 | -4.4% | 1,284 | 0.0% | 0.30% | +0.3% |
| Q4 2021 | $342,000 | +7.9% | 1,284 | 0.0% | 0.30% | -1.0% |
| Q3 2021 | $317,000 | +7.8% | 1,284 | 0.0% | 0.30% | +3.8% |
| Q1 2021 | $294,000 | – | 1,284 | – | 0.29% | – |
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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% |