VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 553 filers reported holding VANGUARD WORLD FDS in Q1 2020. The put-call ratio across all filers is 1.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $3,086,000 | +0.1% | 12,487 | +0.0% | 0.04% | +2.6% |
| Q2 2021 | $3,084,000 | +8.0% | 12,481 | 0.0% | 0.04% | -2.5% |
| Q1 2021 | $2,855,000 | -36.1% | 12,481 | -37.5% | 0.04% | -39.4% |
| Q4 2020 | $4,466,000 | +4.4% | 19,966 | -4.8% | 0.07% | -7.0% |
| Q3 2020 | $4,277,000 | +7.6% | 20,966 | +1.6% | 0.07% | -4.1% |
| Q2 2020 | $3,974,000 | +18.5% | 20,626 | +2.2% | 0.07% | -8.6% |
| Q1 2020 | $3,353,000 | +789.4% | 20,186 | +925.2% | 0.08% | +1057.1% |
| Q4 2019 | $377,000 | – | 1,969 | – | 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% |