VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 916 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $259,416 | -15.0% | 1,103 | -11.5% | 0.03% | -12.8% |
| Q2 2023 | $305,165 | +2.7% | 1,246 | 0.0% | 0.04% | -4.9% |
| Q1 2023 | $297,237 | +26.4% | 1,246 | +31.4% | 0.04% | +7.9% |
| Q4 2022 | $235,092 | +17.0% | 948 | +5.7% | 0.04% | +2.7% |
| Q3 2022 | $201,000 | -29.0% | 897 | -25.4% | 0.04% | -27.5% |
| Q2 2022 | $283,000 | -7.2% | 1,203 | +0.2% | 0.05% | -5.6% |
| Q1 2022 | $305,000 | -0.7% | 1,201 | +4.3% | 0.05% | -8.5% |
| Q4 2021 | $307,000 | +8.1% | 1,151 | +0.3% | 0.06% | -10.6% |
| Q3 2021 | $284,000 | 0.0% | 1,148 | 0.0% | 0.07% | -4.3% |
| Q2 2021 | $284,000 | +8.4% | 1,148 | +0.3% | 0.07% | -9.2% |
| Q1 2021 | $262,000 | +2.3% | 1,145 | 0.0% | 0.08% | -13.6% |
| Q4 2020 | $256,000 | +26.1% | 1,145 | +15.2% | 0.09% | +6.0% |
| Q3 2020 | $203,000 | – | 994 | – | 0.08% | – |
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% |