VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 402 filers reported holding VANGUARD WORLD FDS in Q1 2018. The put-call ratio across all filers is 1.28 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $572,705 | -20.6% | 2,436 | -17.4% | 0.05% | -16.4% |
| Q2 2023 | $721,731 | -2.3% | 2,948 | -4.8% | 0.06% | -3.2% |
| Q1 2023 | $738,750 | -5.2% | 3,098 | -1.4% | 0.06% | -6.0% |
| Q4 2022 | $779,128 | +11.0% | 3,141 | 0.0% | 0.07% | +3.1% |
| Q3 2022 | $702,000 | -15.8% | 3,141 | -11.2% | 0.06% | -11.0% |
| Q2 2022 | $834,000 | -11.7% | 3,538 | -4.7% | 0.07% | +2.8% |
| Q1 2022 | $944,000 | -4.6% | 3,713 | 0.0% | 0.07% | +2.9% |
| Q4 2021 | $990,000 | +7.8% | 3,713 | 0.0% | 0.07% | +3.0% |
| Q3 2021 | $918,000 | -0.6% | 3,713 | -0.7% | 0.07% | 0.0% |
| Q2 2021 | $924,000 | +8.1% | 3,738 | 0.0% | 0.07% | +3.1% |
| Q1 2021 | $855,000 | +2.3% | 3,738 | 0.0% | 0.06% | -1.5% |
| Q4 2020 | $836,000 | +8.6% | 3,738 | -1.1% | 0.07% | +4.8% |
| Q3 2020 | $770,000 | +2.9% | 3,778 | -2.7% | 0.06% | +1.6% |
| Q2 2020 | $748,000 | +12.8% | 3,883 | -2.6% | 0.06% | +6.9% |
| Q1 2020 | $663,000 | -14.6% | 3,988 | -1.5% | 0.06% | -17.1% |
| Q4 2019 | $776,000 | +13.6% | 4,048 | -0.6% | 0.07% | +4.5% |
| Q3 2019 | $683,000 | -3.5% | 4,073 | 0.0% | 0.07% | -2.9% |
| Q2 2019 | $708,000 | +0.7% | 4,073 | -0.1% | 0.07% | +1.5% |
| Q1 2019 | $703,000 | +4.6% | 4,078 | -2.5% | 0.07% | -9.3% |
| Q4 2018 | $672,000 | -11.1% | 4,183 | -0.1% | 0.08% | +1.4% |
| Q3 2018 | $756,000 | +1.2% | 4,188 | -10.8% | 0.07% | +8.8% |
| Q2 2018 | $747,000 | +0.8% | 4,695 | -2.8% | 0.07% | +3.0% |
| Q1 2018 | $741,000 | -2.9% | 4,830 | -2.5% | 0.07% | -14.3% |
| Q4 2017 | $763,000 | +1.2% | 4,955 | 0.0% | 0.08% | -1.3% |
| Q3 2017 | $754,000 | +11.7% | 4,955 | +8.2% | 0.08% | +2.6% |
| Q2 2017 | $675,000 | -2.0% | 4,580 | -8.3% | 0.08% | 0.0% |
| Q1 2017 | $689,000 | +7.7% | 4,995 | -1.0% | 0.08% | +5.6% |
| Q4 2016 | $640,000 | -4.5% | 5,045 | 0.0% | 0.07% | -2.7% |
| Q3 2016 | $670,000 | -3.3% | 5,045 | -5.0% | 0.07% | -3.9% |
| Q2 2016 | $693,000 | +5.8% | 5,312 | 0.0% | 0.08% | +5.5% |
| Q1 2016 | $655,000 | – | 5,312 | – | 0.07% | – |
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% |