VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 291 filers reported holding VANGUARD WORLD FDS in Q4 2016. The put-call ratio across all filers is 0.63 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $160,573 | -5.4% | 683 | -1.4% | 0.02% | -5.0% |
| Q2 2023 | $169,660 | -3.9% | 693 | -6.4% | 0.02% | -16.7% |
| Q1 2023 | $176,460 | -22.8% | 740 | -19.7% | 0.02% | -27.3% |
| Q4 2022 | $228,702 | +11.0% | 922 | 0.0% | 0.03% | -5.7% |
| Q3 2022 | $206,000 | -5.1% | 922 | 0.0% | 0.04% | -2.8% |
| Q2 2022 | $217,000 | -11.8% | 922 | -4.9% | 0.04% | -21.7% |
| Q1 2022 | $246,000 | 0.0% | 969 | +5.1% | 0.05% | +15.0% |
| Q4 2021 | $246,000 | +100.0% | 922 | +84.8% | 0.04% | +48.1% |
| Q3 2021 | $123,000 | +92.2% | 499 | +91.9% | 0.03% | +68.8% |
| Q2 2021 | $64,000 | +8.5% | 260 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $59,000 | +1.7% | 260 | 0.0% | 0.02% | -11.1% |
| Q4 2020 | $58,000 | +20.8% | 260 | +10.6% | 0.02% | +5.9% |
| Q3 2020 | $48,000 | +269.2% | 235 | +197.5% | 0.02% | +183.3% |
| Q1 2020 | $13,000 | -67.5% | 79 | -68.4% | 0.01% | -57.1% |
| Q4 2018 | $40,000 | +1233.3% | 250 | +1150.0% | 0.01% | +600.0% |
| Q4 2016 | $3,000 | – | 20 | – | 0.00% | – |
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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% |