VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 762 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,934 | +7.3% | 38 | +11.8% | 0.00% | – |
| Q2 2023 | $8,324 | +2.7% | 34 | 0.0% | 0.00% | – |
| Q1 2023 | $8,108 | -3.9% | 34 | 0.0% | 0.00% | – |
| Q4 2022 | $8,434 | +68.7% | 34 | +54.5% | 0.00% | – |
| Q3 2022 | $5,000 | 0.0% | 22 | 0.0% | 0.00% | – |
| Q2 2022 | $5,000 | -16.7% | 22 | 0.0% | 0.00% | – |
| Q1 2022 | $6,000 | 0.0% | 22 | 0.0% | 0.00% | – |
| Q4 2021 | $6,000 | +20.0% | 22 | 0.0% | 0.00% | – |
| Q3 2021 | $5,000 | 0.0% | 22 | 0.0% | 0.00% | – |
| Q2 2021 | $5,000 | -54.5% | 22 | -56.0% | 0.00% | – |
| Q1 2021 | $11,000 | -71.1% | 50 | -73.1% | 0.00% | -100.0% |
| Q4 2020 | $38,000 | 0.0% | 186 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $38,000 | +5.6% | 186 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $36,000 | +16.1% | 186 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $31,000 | +520.0% | 186 | +588.9% | 0.00% | – |
| Q4 2019 | $5,000 | 0.0% | 27 | -10.0% | 0.00% | – |
| Q3 2018 | $5,000 | -76.2% | 30 | -77.8% | 0.00% | -100.0% |
| Q4 2017 | $21,000 | -22.2% | 135 | -37.2% | 0.00% | -50.0% |
| Q4 2016 | $27,000 | +170.0% | 215 | +179.2% | 0.00% | +100.0% |
| Q3 2016 | $10,000 | -37.5% | 77 | -36.4% | 0.00% | -50.0% |
| Q1 2015 | $16,000 | – | 121 | – | 0.00% | – |
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% |