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 | ||||
---|---|---|---|---|---|---|
Q4 2021 | $309,000 | +3.3% | 1,160 | -4.1% | 0.19% | -0.5% |
Q3 2021 | $299,000 | 0.0% | 1,210 | 0.0% | 0.19% | +2.6% |
Q2 2021 | $299,000 | +8.3% | 1,210 | 0.0% | 0.19% | +1.6% |
Q1 2021 | $276,000 | +2.2% | 1,210 | 0.0% | 0.19% | -2.6% |
Q4 2020 | $270,000 | +9.3% | 1,210 | -0.4% | 0.19% | -3.0% |
Q3 2020 | $247,000 | +5.6% | 1,215 | 0.0% | 0.20% | -4.8% |
Q2 2020 | $234,000 | +16.4% | 1,215 | 0.0% | 0.21% | -4.6% |
Q1 2020 | $201,000 | -12.6% | 1,215 | +1.0% | 0.22% | +14.8% |
Q4 2019 | $230,000 | +14.4% | 1,203 | 0.0% | 0.19% | +9.2% |
Q3 2019 | $201,000 | -3.8% | 1,203 | 0.0% | 0.17% | -3.9% |
Q2 2019 | $209,000 | -0.9% | 1,203 | -2.0% | 0.18% | -3.7% |
Q1 2019 | $211,000 | -0.9% | 1,228 | -7.5% | 0.19% | -11.0% |
Q4 2018 | $213,000 | -27.3% | 1,328 | -18.4% | 0.21% | -15.0% |
Q3 2018 | $293,000 | +13.1% | 1,628 | 0.0% | 0.25% | +15.4% |
Q2 2018 | $259,000 | +4.0% | 1,628 | 0.0% | 0.21% | -0.5% |
Q1 2018 | $249,000 | -0.4% | 1,628 | 0.0% | 0.22% | +4.9% |
Q4 2017 | $250,000 | +1.2% | 1,628 | 0.0% | 0.20% | -2.8% |
Q3 2017 | $247,000 | -58.3% | 1,628 | -59.6% | 0.21% | -56.0% |
Q2 2017 | $593,000 | +6.8% | 4,028 | 0.0% | 0.48% | +4.3% |
Q1 2017 | $555,000 | – | 4,028 | – | 0.46% | – |
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% |