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 | $274,688 | -4.0% | 1,168 | 0.0% | 0.08% | -2.4% |
Q2 2023 | $286,039 | +2.7% | 1,168 | 0.0% | 0.08% | -4.6% |
Q1 2023 | $278,608 | -3.9% | 1,168 | 0.0% | 0.09% | -11.2% |
Q4 2022 | $289,807 | +11.0% | 1,168 | 0.0% | 0.10% | -2.0% |
Q3 2022 | $261,000 | -5.1% | 1,168 | 0.0% | 0.10% | -6.5% |
Q2 2022 | $275,000 | -7.4% | 1,168 | 0.0% | 0.11% | +7.0% |
Q1 2022 | $297,000 | -4.5% | 1,168 | 0.0% | 0.10% | -2.9% |
Q4 2021 | $311,000 | +8.0% | 1,168 | 0.0% | 0.10% | -3.7% |
Q3 2021 | $288,000 | -2.4% | 1,168 | -2.3% | 0.11% | -5.3% |
Q2 2021 | $295,000 | +8.1% | 1,196 | 0.0% | 0.11% | -0.9% |
Q1 2021 | $273,000 | +1.9% | 1,196 | 0.0% | 0.11% | -7.3% |
Q4 2020 | $268,000 | +9.8% | 1,196 | 0.0% | 0.12% | -1.6% |
Q3 2020 | $244,000 | +5.6% | 1,196 | 0.0% | 0.12% | -4.6% |
Q2 2020 | $231,000 | -13.5% | 1,196 | -25.7% | 0.13% | -36.4% |
Q1 2020 | $267,000 | -13.6% | 1,610 | 0.0% | 0.21% | +6.2% |
Q4 2019 | $309,000 | +14.4% | 1,610 | 0.0% | 0.19% | +6.0% |
Q3 2019 | $270,000 | -3.2% | 1,610 | +0.4% | 0.18% | -4.2% |
Q2 2019 | $279,000 | -11.4% | 1,603 | -12.2% | 0.19% | -13.2% |
Q1 2019 | $315,000 | +7.5% | 1,826 | 0.0% | 0.22% | -6.4% |
Q4 2018 | $293,000 | -10.9% | 1,826 | 0.0% | 0.24% | +6.3% |
Q3 2018 | $329,000 | +13.4% | 1,826 | 0.0% | 0.22% | +7.8% |
Q2 2018 | $290,000 | +3.2% | 1,826 | 0.0% | 0.20% | +2.0% |
Q1 2018 | $281,000 | 0.0% | 1,826 | 0.0% | 0.20% | +3.6% |
Q4 2017 | $281,000 | – | 1,826 | – | 0.19% | – |
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% |