VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 728 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 1.03 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $404,607 | -9.2% | 1,721 | -5.5% | 0.08% | -7.2% |
| Q2 2023 | $445,817 | -5.9% | 1,821 | -8.3% | 0.08% | -10.8% |
| Q1 2023 | $473,582 | -3.9% | 1,986 | 0.0% | 0.09% | -12.3% |
| Q4 2022 | $492,627 | +11.0% | 1,986 | 0.0% | 0.11% | +1.0% |
| Q3 2022 | $444,000 | -5.1% | 1,986 | 0.0% | 0.10% | -4.5% |
| Q2 2022 | $468,000 | -7.3% | 1,986 | 0.0% | 0.11% | +7.8% |
| Q1 2022 | $505,000 | -4.5% | 1,986 | 0.0% | 0.10% | 0.0% |
| Q4 2021 | $529,000 | -27.1% | 1,986 | -32.4% | 0.10% | -26.6% |
| Q3 2021 | $726,000 | 0.0% | 2,936 | 0.0% | 0.14% | -3.5% |
| Q2 2021 | $726,000 | +63.5% | 2,936 | +47.8% | 0.14% | -5.9% |
| Q4 2020 | $444,000 | +15.3% | 1,986 | +5.3% | 0.15% | -2.5% |
| Q3 2020 | $385,000 | +6.1% | 1,886 | 0.0% | 0.16% | -2.5% |
| Q2 2020 | $363,000 | +11.7% | 1,886 | -3.7% | 0.16% | -8.5% |
| Q1 2020 | $325,000 | -13.6% | 1,959 | 0.0% | 0.18% | -4.3% |
| Q4 2019 | $376,000 | +14.6% | 1,959 | 0.0% | 0.18% | +16.5% |
| Q3 2019 | $328,000 | -3.8% | 1,959 | 0.0% | 0.16% | -4.8% |
| Q2 2019 | $341,000 | +0.9% | 1,959 | 0.0% | 0.17% | -3.5% |
| Q1 2019 | $338,000 | +7.3% | 1,959 | 0.0% | 0.17% | -2.8% |
| Q4 2018 | $315,000 | -10.8% | 1,959 | 0.0% | 0.18% | +9.9% |
| Q3 2018 | $353,000 | – | 1,959 | – | 0.16% | – |
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% |