VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 562 filers reported holding VANGUARD WORLD FDS in Q4 2019. The put-call ratio across all filers is 0.67 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $170,000 | -1.7% | 761 | +3.5% | 0.02% | +15.8% |
| Q2 2022 | $173,000 | -11.7% | 735 | -4.4% | 0.02% | -9.5% |
| Q1 2022 | $196,000 | +51.9% | 769 | +59.2% | 0.02% | +50.0% |
| Q4 2021 | $129,000 | -57.1% | 483 | -60.2% | 0.01% | -58.8% |
| Q3 2021 | $301,000 | +2.0% | 1,215 | +1.8% | 0.03% | +6.2% |
| Q2 2021 | $295,000 | -96.8% | 1,193 | -97.0% | 0.03% | -97.7% |
| Q1 2021 | $9,180,000 | +2.6% | 40,132 | +0.3% | 1.37% | -14.0% |
| Q4 2020 | $8,951,000 | +10.6% | 40,008 | +0.8% | 1.59% | -6.1% |
| Q3 2020 | $8,095,000 | +0.9% | 39,682 | -0.0% | 1.70% | -1.6% |
| Q2 2020 | $8,026,000 | +8.2% | 39,697 | +0.4% | 1.72% | -12.4% |
| Q1 2020 | $7,415,000 | +2.6% | 39,543 | +7.6% | 1.97% | +15.9% |
| Q4 2019 | $7,225,000 | +2744.5% | 36,737 | +2131.9% | 1.70% | +638.3% |
| Q4 2017 | $254,000 | +4.1% | 1,646 | +2.7% | 0.23% | +4.1% |
| Q3 2017 | $244,000 | +10.9% | 1,603 | +7.6% | 0.22% | +56.7% |
| Q2 2017 | $220,000 | – | 1,490 | – | 0.14% | – |
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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% |