VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 311 filers reported holding VANGUARD WORLD FDS in Q1 2017. The put-call ratio across all filers is 0.50 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $66,483 | -10.2% | 268 | -18.5% | 0.03% | -17.9% |
| Q3 2022 | $74,000 | -3.9% | 329 | +0.3% | 0.04% | +2.6% |
| Q2 2022 | $77,000 | -7.2% | 328 | 0.0% | 0.04% | +8.6% |
| Q1 2022 | $83,000 | +2.5% | 328 | 0.0% | 0.04% | -2.8% |
| Q3 2021 | $81,000 | 0.0% | 328 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $81,000 | +8.0% | 328 | 0.0% | 0.04% | +5.9% |
| Q1 2021 | $75,000 | +435.7% | 328 | +429.0% | 0.03% | +385.7% |
| Q4 2020 | $14,000 | -65.9% | 62 | -74.9% | 0.01% | -69.6% |
| Q3 2019 | $41,000 | -4.7% | 247 | 0.0% | 0.02% | -8.0% |
| Q2 2019 | $43,000 | +2.4% | 247 | +0.4% | 0.02% | 0.0% |
| Q1 2019 | $42,000 | +7.7% | 246 | +0.8% | 0.02% | -7.4% |
| Q4 2018 | $39,000 | -11.4% | 244 | +0.4% | 0.03% | -3.6% |
| Q3 2018 | $44,000 | +15.8% | 243 | +0.8% | 0.03% | +7.7% |
| Q2 2018 | $38,000 | +2.7% | 241 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $37,000 | 0.0% | 241 | 0.0% | 0.03% | +4.0% |
| Q4 2017 | $37,000 | -52.6% | 241 | -52.7% | 0.02% | -55.4% |
| Q3 2017 | $78,000 | +4.0% | 510 | +0.2% | 0.06% | -3.4% |
| Q2 2017 | $75,000 | +7.1% | 509 | +0.4% | 0.06% | +3.6% |
| Q1 2017 | $70,000 | +9.4% | 507 | 0.0% | 0.06% | +3.7% |
| Q4 2016 | $64,000 | -4.5% | 507 | +0.4% | 0.05% | -1.8% |
| Q3 2016 | $67,000 | +4.7% | 505 | +4.1% | 0.06% | -9.8% |
| Q4 2015 | $64,000 | – | 485 | – | 0.06% | – |
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% |