VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 591 filers reported holding VANGUARD WORLD FDS in Q2 2020. The put-call ratio across all filers is 0.82 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $8,839,000 | +9.5% | 39,508 | -0.2% | 4.54% | -7.9% |
| Q3 2020 | $8,074,000 | +7.8% | 39,579 | +1.8% | 4.93% | +6.8% |
| Q2 2020 | $7,490,000 | +26.6% | 38,876 | +9.1% | 4.61% | +14.8% |
| Q1 2020 | $5,917,000 | -15.3% | 35,627 | -12.0% | 4.02% | +16.4% |
| Q1 2019 | $6,985,000 | +15.7% | 40,499 | +7.7% | 3.45% | +2.8% |
| Q4 2018 | $6,038,000 | +33.6% | 37,599 | +27.8% | 3.36% | +28.8% |
| Q1 2018 | $4,518,000 | -2.3% | 29,428 | -1.9% | 2.61% | -14.2% |
| Q4 2017 | $4,622,000 | +1232.0% | 29,984 | +995.9% | 3.04% | +1116.8% |
| Q4 2016 | $347,000 | -3.9% | 2,736 | +0.7% | 0.25% | -2.7% |
| Q3 2016 | $361,000 | +2.0% | 2,717 | +0.1% | 0.26% | +3.6% |
| Q2 2016 | $354,000 | +25.5% | 2,714 | +18.7% | 0.25% | +21.6% |
| Q1 2016 | $282,000 | -68.8% | 2,286 | -66.4% | 0.20% | -72.2% |
| Q4 2015 | $903,000 | – | 6,794 | – | 0.73% | – |
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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% |