VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 444 filers reported holding VANGUARD WORLD FDS in Q3 2018. The put-call ratio across all filers is 0.52 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $576,817 | +11.9% | 2,453 | +16.5% | 0.05% | +11.6% |
| Q2 2023 | $515,401 | +13.6% | 2,105 | +10.6% | 0.04% | 0.0% |
| Q1 2023 | $453,729 | -6.7% | 1,903 | -2.9% | 0.04% | -14.0% |
| Q4 2022 | $486,077 | +30.7% | 1,960 | +17.9% | 0.05% | +16.3% |
| Q3 2022 | $372,000 | -4.9% | 1,663 | +0.2% | 0.04% | -2.3% |
| Q2 2022 | $391,000 | -3.9% | 1,659 | +3.8% | 0.04% | +12.8% |
| Q1 2022 | $407,000 | -8.5% | 1,598 | -4.3% | 0.04% | -7.1% |
| Q4 2021 | $445,000 | +24.0% | 1,669 | +14.8% | 0.04% | +7.7% |
| Q3 2021 | $359,000 | 0.0% | 1,454 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $359,000 | +12.2% | 1,454 | +3.9% | 0.04% | +8.3% |
| Q1 2021 | $320,000 | -8.6% | 1,399 | -10.5% | 0.04% | -16.3% |
| Q4 2020 | $350,000 | +18.6% | 1,563 | +7.9% | 0.04% | +7.5% |
| Q3 2020 | $295,000 | -10.1% | 1,449 | -15.0% | 0.04% | -16.7% |
| Q2 2020 | $328,000 | +18.0% | 1,704 | +1.7% | 0.05% | -14.3% |
| Q1 2020 | $278,000 | -22.3% | 1,675 | -10.3% | 0.06% | -11.1% |
| Q4 2019 | $358,000 | +23.0% | 1,868 | +7.6% | 0.06% | +10.5% |
| Q3 2019 | $291,000 | -11.0% | 1,736 | -7.8% | 0.06% | -16.2% |
| Q2 2019 | $327,000 | -12.1% | 1,882 | -12.9% | 0.07% | -10.5% |
| Q1 2019 | $372,000 | +11.0% | 2,160 | +3.3% | 0.08% | -6.2% |
| Q4 2018 | $335,000 | +74.5% | 2,091 | +96.5% | 0.08% | +125.0% |
| Q3 2018 | $192,000 | +102.1% | 1,064 | +78.2% | 0.04% | +89.5% |
| Q2 2018 | $95,000 | – | 597 | – | 0.02% | – |
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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% |