VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 728 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 1.03 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $404,388 | -4.0% | 1,720 | 0.0% | 0.04% | +2.9% |
| Q2 2023 | $421,055 | -1.6% | 1,720 | -4.1% | 0.04% | -7.9% |
| Q1 2023 | $427,763 | +101265.6% | 1,794 | +5.3% | 0.04% | 0.0% |
| Q4 2022 | $422 | -99.9% | 1,703 | +0.1% | 0.04% | +5.6% |
| Q3 2022 | $381,000 | -5.0% | 1,702 | 0.0% | 0.04% | +2.9% |
| Q2 2022 | $401,000 | -7.4% | 1,702 | 0.0% | 0.04% | +9.4% |
| Q1 2022 | $433,000 | -4.4% | 1,702 | 0.0% | 0.03% | +3.2% |
| Q4 2021 | $453,000 | +7.6% | 1,702 | +0.1% | 0.03% | -3.1% |
| Q3 2021 | $421,000 | +0.2% | 1,701 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $420,000 | +17.0% | 1,701 | +8.3% | 0.03% | +10.3% |
| Q1 2021 | $359,000 | +2.3% | 1,570 | 0.0% | 0.03% | -6.5% |
| Q4 2020 | $351,000 | +55.3% | 1,570 | +16.7% | 0.03% | +24.0% |
| Q3 2019 | $226,000 | -3.4% | 1,345 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $234,000 | -0.8% | 1,345 | -12.1% | 0.02% | +4.2% |
| Q4 2017 | $236,000 | +1.3% | 1,530 | 0.0% | 0.02% | -4.0% |
| Q3 2017 | $233,000 | +3.6% | 1,530 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $225,000 | – | 1,530 | – | 0.02% | – |
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% |