VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 722 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $79,934 | -4.0% | 340 | 0.0% | 0.02% | +4.3% |
| Q2 2023 | $83,239 | +2.7% | 340 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $81,077 | -3.9% | 340 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $84,337 | +11.0% | 340 | 0.0% | 0.02% | +15.0% |
| Q3 2022 | $76,000 | -5.0% | 340 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $80,000 | -7.0% | 340 | 0.0% | 0.02% | +5.3% |
| Q1 2022 | $86,000 | +115.0% | 340 | +126.7% | 0.02% | +111.1% |
| Q4 2021 | $40,000 | +8.1% | 150 | 0.0% | 0.01% | +12.5% |
| Q3 2021 | $37,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $37,000 | +8.8% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $34,000 | 0.0% | 150 | 0.0% | 0.01% | -11.1% |
| Q4 2020 | $34,000 | +9.7% | 150 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $31,000 | +6.9% | 150 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $29,000 | +16.0% | 150 | 0.0% | 0.01% | +12.5% |
| Q1 2020 | $25,000 | -13.8% | 150 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $29,000 | – | 150 | – | 0.01% | – |
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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% |