VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 472 filers reported holding VANGUARD WORLD FDS in Q4 2018. The put-call ratio across all filers is 3.13 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $72,000 | -4.0% | 320 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $75,000 | -7.4% | 320 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $81,000 | -17.3% | 320 | -13.0% | 0.00% | 0.0% |
| Q4 2021 | $98,000 | -62.9% | 368 | -65.6% | 0.00% | -70.0% |
| Q3 2021 | $264,000 | +4.3% | 1,070 | +4.7% | 0.01% | 0.0% |
| Q2 2021 | $253,000 | +10.5% | 1,022 | +2.2% | 0.01% | 0.0% |
| Q1 2021 | $229,000 | +2.2% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $224,000 | +9.8% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $204,000 | +5.7% | 1,000 | 0.0% | 0.01% | -9.1% |
| Q2 2020 | $193,000 | +16.3% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $166,000 | -13.5% | 1,000 | 0.0% | 0.01% | +10.0% |
| Q4 2019 | $192,000 | +14.3% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $168,000 | -3.4% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $174,000 | +12.3% | 1,000 | +11.1% | 0.01% | 0.0% |
| Q1 2019 | $155,000 | +6.9% | 900 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $145,000 | -10.5% | 900 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $162,000 | +13.3% | 900 | 0.0% | 0.01% | +11.1% |
| Q2 2018 | $143,000 | +3.6% | 900 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $138,000 | -0.7% | 900 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $139,000 | +1.5% | 900 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $137,000 | -33.5% | 900 | -39.0% | 0.01% | -50.0% |
| Q2 2015 | $206,000 | – | 1,475 | – | 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% |