VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 479 filers reported holding VANGUARD WORLD FDS in Q1 2019. The put-call ratio across all filers is 0.72 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $28,615 | -31.3% | 120 | -28.6% | 0.00% | -20.0% |
| Q4 2022 | $41,673 | +60.3% | 168 | +40.0% | 0.01% | +25.0% |
| Q3 2022 | $26,000 | -7.1% | 120 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $28,000 | -9.7% | 120 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $31,000 | -3.1% | 120 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $32,000 | +6.7% | 120 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $30,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $30,000 | +11.1% | 120 | 0.0% | 0.00% | -20.0% |
| Q1 2021 | $27,000 | +200.0% | 120 | +200.0% | 0.01% | +150.0% |
| Q4 2020 | $9,000 | +12.5% | 40 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $8,000 | -74.2% | 40 | -75.9% | 0.00% | -75.0% |
| Q2 2020 | $31,000 | +14.8% | 166 | 0.0% | 0.01% | +14.3% |
| Q1 2020 | $27,000 | -15.6% | 166 | 0.0% | 0.01% | -12.5% |
| Q4 2019 | $32,000 | +14.3% | 166 | 0.0% | 0.01% | +14.3% |
| Q3 2019 | $28,000 | 0.0% | 166 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $28,000 | -3.4% | 166 | 0.0% | 0.01% | -12.5% |
| Q1 2019 | $29,000 | +7.4% | 166 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $27,000 | +170.0% | 166 | +186.2% | 0.01% | +100.0% |
| Q3 2018 | $10,000 | -63.0% | 58 | -65.3% | 0.00% | -66.7% |
| Q2 2018 | $27,000 | +237.5% | 167 | +193.0% | 0.01% | +200.0% |
| Q1 2018 | $8,000 | – | 57 | – | 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% |