VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 562 filers reported holding VANGUARD WORLD FDS in Q4 2019. The put-call ratio across all filers is 0.67 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $523,098 | -4.0% | 2,225 | 0.0% | 0.07% | +7.7% |
| Q2 2023 | $544,725 | -1.3% | 2,225 | 0.0% | 0.06% | -9.7% |
| Q1 2023 | $551,911 | +91885.2% | 2,225 | -17.0% | 0.07% | -8.9% |
| Q4 2022 | $600 | -99.9% | 2,680 | 0.0% | 0.08% | 0.0% |
| Q3 2022 | $600,000 | -4.9% | 2,680 | 0.0% | 0.08% | +2.6% |
| Q2 2022 | $631,000 | -7.5% | 2,680 | 0.0% | 0.08% | +5.5% |
| Q1 2022 | $682,000 | -4.5% | 2,680 | 0.0% | 0.07% | +10.6% |
| Q4 2021 | $714,000 | +7.9% | 2,680 | 0.0% | 0.07% | +1.5% |
| Q3 2021 | $662,000 | 0.0% | 2,680 | 0.0% | 0.06% | -7.1% |
| Q2 2021 | $662,000 | +8.0% | 2,680 | 0.0% | 0.07% | +6.1% |
| Q1 2021 | $613,000 | +2.2% | 2,680 | 0.0% | 0.07% | -4.3% |
| Q4 2020 | $600,000 | +9.7% | 2,680 | 0.0% | 0.07% | +4.5% |
| Q3 2020 | $547,000 | +6.0% | 2,680 | 0.0% | 0.07% | +3.1% |
| Q2 2020 | $516,000 | +16.0% | 2,680 | 0.0% | 0.06% | -20.0% |
| Q1 2020 | $445,000 | -13.4% | 2,680 | 0.0% | 0.08% | +29.0% |
| Q4 2019 | $514,000 | +14.5% | 2,680 | 0.0% | 0.06% | +6.9% |
| Q3 2019 | $449,000 | -3.6% | 2,680 | 0.0% | 0.06% | -9.4% |
| Q2 2019 | $466,000 | +0.9% | 2,680 | 0.0% | 0.06% | +3.2% |
| Q1 2019 | $462,000 | -19.2% | 2,680 | -24.7% | 0.06% | -39.2% |
| Q4 2018 | $572,000 | +18.4% | 3,560 | +32.8% | 0.10% | +41.7% |
| Q3 2018 | $483,000 | +13.4% | 2,680 | 0.0% | 0.07% | +4.3% |
| Q2 2018 | $426,000 | +3.6% | 2,680 | 0.0% | 0.07% | +4.5% |
| Q1 2018 | $411,000 | -0.5% | 2,680 | 0.0% | 0.07% | +6.5% |
| Q4 2017 | $413,000 | +1.2% | 2,680 | 0.0% | 0.06% | -12.7% |
| Q3 2017 | $408,000 | – | 2,680 | – | 0.07% | – |
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% |