VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 260 filers reported holding VANGUARD WORLD FDS in Q3 2016. The put-call ratio across all filers is 0.51 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $14,995 | -68.8% | 63 | -67.5% | 0.00% | -71.4% |
| Q4 2022 | $48,092 | +153.1% | 194 | +128.2% | 0.01% | +133.3% |
| Q3 2022 | $19,000 | +58.3% | 85 | +63.5% | 0.00% | +50.0% |
| Q2 2022 | $12,000 | -7.7% | 52 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $13,000 | -7.1% | 52 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $14,000 | +7.7% | 52 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $13,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $13,000 | -61.8% | 52 | -74.0% | 0.00% | -86.7% |
| Q3 2019 | $34,000 | -2.9% | 200 | 0.0% | 0.02% | -6.2% |
| Q2 2019 | $35,000 | +2.9% | 200 | 0.0% | 0.02% | +6.7% |
| Q1 2019 | $34,000 | +6.2% | 200 | 0.0% | 0.02% | -6.2% |
| Q4 2018 | $32,000 | -81.2% | 200 | -84.6% | 0.02% | -83.0% |
| Q2 2016 | $170,000 | +5566.7% | 1,300 | +3962.5% | 0.09% | +4600.0% |
| Q1 2014 | $3,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $3,000 | – | 32 | – | 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% |