VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 591 filers reported holding VANGUARD WORLD FDS in Q2 2020. The put-call ratio across all filers is 0.82 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $941,725 | +32.0% | 4,006 | +37.5% | 0.00% | 0.0% |
| Q2 2023 | $713,505 | +2.7% | 2,914 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $694,970 | +8.6% | 2,914 | +12.9% | 0.00% | 0.0% |
| Q4 2022 | $640,070 | +20.5% | 2,580 | +8.7% | 0.00% | 0.0% |
| Q3 2022 | $531,000 | +14.2% | 2,373 | +20.3% | 0.00% | – |
| Q2 2022 | $465,000 | +20.2% | 1,973 | +29.7% | 0.00% | – |
| Q1 2022 | $387,000 | -4.4% | 1,521 | +0.1% | 0.00% | – |
| Q4 2021 | $405,000 | +14.1% | 1,520 | +5.7% | 0.00% | – |
| Q3 2021 | $355,000 | +8.9% | 1,438 | +8.9% | 0.00% | – |
| Q2 2021 | $326,000 | +7.6% | 1,320 | -0.2% | 0.00% | – |
| Q1 2021 | $303,000 | +0.3% | 1,323 | -1.9% | 0.00% | – |
| Q4 2020 | $302,000 | +12.3% | 1,348 | +2.0% | 0.00% | – |
| Q3 2020 | $269,000 | +15.5% | 1,321 | +9.1% | 0.00% | – |
| Q2 2020 | $233,000 | -67.0% | 1,211 | -74.8% | 0.00% | -100.0% |
| Q2 2017 | $707,000 | +7.0% | 4,799 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $661,000 | – | 4,799 | – | 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% |