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 | $3,223,396 | +5.8% | 13,711 | +10.2% | 0.24% | +9.7% |
| Q2 2023 | $3,046,720 | +2.2% | 12,445 | -0.5% | 0.22% | +2.4% |
| Q1 2023 | $2,981,164 | -4.1% | 12,502 | -0.2% | 0.21% | -11.3% |
| Q4 2022 | $3,107,043 | +68.5% | 12,525 | +51.9% | 0.24% | +55.2% |
| Q3 2022 | $1,844,000 | -5.1% | 8,245 | -0.1% | 0.15% | -0.6% |
| Q2 2022 | $1,943,000 | -18.1% | 8,250 | -11.5% | 0.16% | -2.5% |
| Q1 2022 | $2,371,000 | -8.2% | 9,319 | -3.8% | 0.16% | -5.4% |
| Q4 2021 | $2,582,000 | +28.6% | 9,690 | +19.3% | 0.17% | +6.3% |
| Q2 2021 | $2,008,000 | +37.4% | 8,125 | +27.2% | 0.16% | +12.1% |
| Q1 2021 | $1,461,000 | +5.2% | 6,388 | +2.9% | 0.14% | -2.1% |
| Q4 2020 | $1,389,000 | -66.0% | 6,206 | -69.0% | 0.14% | -54.0% |
| Q3 2020 | $4,081,000 | +77.1% | 20,005 | +66.5% | 0.31% | +7.9% |
| Q4 2019 | $2,304,000 | – | 12,016 | – | 0.29% | – |
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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% |