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 2023 | $264 | +1.5% | 1,123 | +5.8% | 0.05% | 0.0% |
Q2 2023 | $260 | +2.8% | 1,061 | 0.0% | 0.05% | -3.6% |
Q1 2023 | $253 | -3.8% | 1,061 | 0.0% | 0.06% | -1.8% |
Q4 2022 | $263 | -99.9% | 1,061 | 0.0% | 0.06% | -6.6% |
Q3 2022 | $237,000 | +438.6% | 1,061 | +338.4% | 0.06% | +335.7% |
Q3 2018 | $44,000 | +12.8% | 242 | 0.0% | 0.01% | +7.7% |
Q2 2018 | $39,000 | -2.5% | 242 | -6.9% | 0.01% | +8.3% |
Q1 2018 | $40,000 | 0.0% | 260 | 0.0% | 0.01% | -7.7% |
Q4 2017 | $40,000 | 0.0% | 260 | 0.0% | 0.01% | -7.1% |
Q3 2017 | $40,000 | +5.3% | 260 | 0.0% | 0.01% | 0.0% |
Q2 2017 | $38,000 | +5.6% | 260 | 0.0% | 0.01% | 0.0% |
Q1 2017 | $36,000 | -99.9% | 260 | 0.0% | 0.01% | 0.0% |
Q4 2016 | $32,960,000 | +94071.4% | 260 | 0.0% | 0.01% | -12.5% |
Q3 2016 | $35,000 | +52.2% | 260 | +48.6% | 0.02% | +60.0% |
Q4 2015 | $23,000 | +9.5% | 175 | 0.0% | 0.01% | 0.0% |
Q3 2015 | $21,000 | -12.5% | 175 | 0.0% | 0.01% | 0.0% |
Q2 2015 | $24,000 | – | 175 | – | 0.01% | – |
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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% |