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 2023 | $242,153 | -4.0% | 1,030 | 0.0% | 0.13% | +20.6% |
Q2 2023 | $252,165 | +2.7% | 1,030 | 0.0% | 0.11% | -15.1% |
Q1 2023 | $245,614 | -3.9% | 1,030 | 0.0% | 0.13% | -12.5% |
Q4 2022 | $255,492 | +11.1% | 1,030 | 0.0% | 0.14% | +1.4% |
Q3 2022 | $230,000 | -5.0% | 1,030 | 0.0% | 0.14% | -2.7% |
Q2 2022 | $242,000 | -7.6% | 1,030 | 0.0% | 0.15% | -5.2% |
Q1 2022 | $262,000 | -4.4% | 1,030 | 0.0% | 0.15% | -5.5% |
Q4 2021 | $274,000 | +7.5% | 1,030 | 0.0% | 0.16% | -9.9% |
Q2 2021 | $255,000 | +8.1% | 1,030 | 0.0% | 0.18% | -8.6% |
Q1 2021 | $236,000 | +2.6% | 1,030 | 0.0% | 0.20% | +4.2% |
Q4 2020 | $230,000 | +9.5% | 1,030 | 0.0% | 0.19% | -9.1% |
Q3 2020 | $210,000 | +6.1% | 1,030 | 0.0% | 0.21% | -3.7% |
Q2 2020 | $198,000 | +15.8% | 1,030 | 0.0% | 0.22% | -7.3% |
Q1 2020 | $171,000 | -1.2% | 1,030 | 0.0% | 0.23% | +21.2% |
Q3 2019 | $173,000 | -3.4% | 1,030 | 0.0% | 0.19% | -5.4% |
Q2 2019 | $179,000 | +1391.7% | 1,030 | +1273.3% | 0.20% | +1357.1% |
Q4 2018 | $12,000 | -25.0% | 75 | -17.6% | 0.01% | -12.5% |
Q3 2018 | $16,000 | +23.1% | 91 | -9.0% | 0.02% | -11.1% |
Q3 2016 | $13,000 | – | 100 | – | 0.02% | – |
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% |