VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 471 filers reported holding VANGUARD WORLD FDS in Q2 2019. The put-call ratio across all filers is 0.55 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $856,000 | -6.4% | 3,828 | -1.4% | 0.07% | 0.0% |
| Q2 2022 | $915,000 | -7.5% | 3,884 | -0.1% | 0.07% | +4.2% |
| Q1 2022 | $989,000 | -4.5% | 3,888 | 0.0% | 0.07% | -4.1% |
| Q4 2021 | $1,036,000 | +6.3% | 3,888 | -1.4% | 0.07% | -5.1% |
| Q3 2021 | $975,000 | -2.6% | 3,944 | -2.6% | 0.08% | -6.0% |
| Q2 2021 | $1,001,000 | +8.1% | 4,049 | +0.0% | 0.08% | -6.7% |
| Q1 2021 | $926,000 | +36.6% | 4,047 | +33.5% | 0.09% | +29.0% |
| Q4 2020 | $678,000 | +14.9% | 3,032 | +4.9% | 0.07% | 0.0% |
| Q3 2020 | $590,000 | +5.0% | 2,891 | -0.8% | 0.07% | -6.8% |
| Q2 2020 | $562,000 | +16.8% | 2,915 | +0.6% | 0.07% | -2.6% |
| Q1 2020 | $481,000 | -13.3% | 2,898 | +0.0% | 0.08% | +10.1% |
| Q4 2019 | $555,000 | +9.5% | 2,897 | -4.2% | 0.07% | -1.4% |
| Q3 2019 | $507,000 | -3.6% | 3,025 | 0.0% | 0.07% | -4.1% |
| Q2 2019 | $526,000 | +5.0% | 3,025 | +0.9% | 0.07% | 0.0% |
| Q1 2019 | $501,000 | +46.1% | 2,997 | +40.2% | 0.07% | +25.9% |
| Q4 2018 | $343,000 | +9.2% | 2,138 | +22.9% | 0.06% | +18.4% |
| Q3 2018 | $314,000 | +13.8% | 1,739 | +0.2% | 0.05% | +6.5% |
| Q2 2018 | $276,000 | -2.5% | 1,736 | -5.7% | 0.05% | -4.2% |
| Q1 2018 | $283,000 | +6.0% | 1,841 | +6.1% | 0.05% | +6.7% |
| Q4 2017 | $267,000 | +26.5% | 1,735 | +25.2% | 0.04% | +21.6% |
| Q3 2017 | $211,000 | +3.4% | 1,386 | +0.1% | 0.04% | -2.6% |
| Q2 2017 | $204,000 | – | 1,385 | – | 0.04% | – |
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% |