VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 471 filers reported holding VANGUARD WORLD FDS in Q2 2019. The put-call ratio across all filers is 0.55 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $11,224,997 | +1.6% | 45,850 | -1.0% | 0.10% | 0.0% |
| Q1 2023 | $11,044,275 | -3.3% | 46,315 | +0.6% | 0.10% | -3.9% |
| Q4 2022 | $11,421,462 | +7.7% | 46,045 | -2.9% | 0.10% | +2.0% |
| Q3 2022 | $10,608,000 | -5.9% | 47,420 | -1.0% | 0.10% | -9.1% |
| Q2 2022 | $11,278,000 | -13.3% | 47,890 | -29.1% | 0.11% | -36.8% |
| Q2 2020 | $13,011,000 | +15.3% | 67,538 | -0.6% | 0.17% | -0.6% |
| Q1 2020 | $11,286,000 | -10.6% | 67,953 | +3.2% | 0.18% | +78.6% |
| Q4 2019 | $12,627,000 | +5.5% | 65,857 | -7.8% | 0.10% | +5.4% |
| Q3 2019 | $11,974,000 | -2.0% | 71,412 | +1.6% | 0.09% | +3.3% |
| Q2 2019 | $12,221,000 | -18.7% | 70,262 | -19.4% | 0.09% | -15.1% |
| Q1 2019 | $15,030,000 | +7.9% | 87,142 | +0.5% | 0.11% | -1.9% |
| Q4 2018 | $13,924,000 | – | 86,702 | – | 0.11% | – |
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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% |