VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 465 filers reported holding VANGUARD WORLD FDS in Q3 2019. The put-call ratio across all filers is 0.82 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $765 | -4.3% | 3,255 | -0.2% | 0.00% | 0.0% |
| Q2 2023 | $799 | +4.0% | 3,262 | +1.2% | 0.00% | 0.0% |
| Q1 2023 | $768 | -13.2% | 3,222 | -9.7% | 0.00% | 0.0% |
| Q4 2022 | $885 | -99.9% | 3,568 | -54.6% | 0.00% | -57.1% |
| Q3 2022 | $1,759,000 | +329.0% | 7,865 | +351.8% | 0.01% | +600.0% |
| Q2 2022 | $410,000 | -7.4% | 1,741 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $443,000 | -11.0% | 1,741 | -6.9% | 0.00% | 0.0% |
| Q4 2021 | $498,000 | -66.2% | 1,871 | -68.6% | 0.00% | -80.0% |
| Q3 2021 | $1,474,000 | +1.8% | 5,962 | +1.8% | 0.01% | +25.0% |
| Q2 2021 | $1,448,000 | +210.7% | 5,859 | +187.8% | 0.00% | +300.0% |
| Q1 2021 | $466,000 | +13.7% | 2,036 | +11.1% | 0.00% | 0.0% |
| Q4 2020 | $410,000 | +11.7% | 1,832 | +1.8% | 0.00% | -50.0% |
| Q3 2020 | $367,000 | +49.8% | 1,799 | +41.2% | 0.00% | +100.0% |
| Q2 2020 | $245,000 | -86.5% | 1,274 | -87.8% | 0.00% | -87.5% |
| Q2 2019 | $1,821,000 | +291.6% | 10,467 | +288.4% | 0.01% | +300.0% |
| Q1 2019 | $465,000 | -61.8% | 2,695 | -64.5% | 0.00% | -66.7% |
| Q4 2018 | $1,218,000 | +62.0% | 7,581 | +82.0% | 0.01% | +100.0% |
| Q3 2018 | $752,000 | +212.0% | 4,166 | +129.9% | 0.00% | +200.0% |
| Q3 2016 | $241,000 | -7.3% | 1,812 | -9.0% | 0.00% | 0.0% |
| Q2 2016 | $260,000 | +15.0% | 1,992 | +8.5% | 0.00% | 0.0% |
| Q1 2016 | $226,000 | -2.2% | 1,836 | +5.5% | 0.00% | 0.0% |
| Q4 2015 | $231,000 | -43.8% | 1,741 | -40.6% | 0.00% | -50.0% |
| Q2 2015 | $411,000 | -9.9% | 2,933 | -12.8% | 0.00% | 0.0% |
| Q1 2015 | $456,000 | +11.5% | 3,365 | +3.3% | 0.00% | 0.0% |
| Q4 2014 | $409,000 | -78.4% | 3,258 | -79.8% | 0.00% | -71.4% |
| Q3 2014 | $1,891,000 | +5.3% | 16,167 | +0.6% | 0.01% | +16.7% |
| Q2 2014 | $1,795,000 | -17.4% | 16,077 | -20.9% | 0.01% | -25.0% |
| Q1 2014 | $2,172,000 | – | 20,315 | – | 0.01% | – |
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% |