VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 553 filers reported holding VANGUARD WORLD FDS in Q1 2020. The put-call ratio across all filers is 1.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $818,353 | +3.6% | 3,463 | +6.4% | 0.28% | +1.9% |
| Q2 2023 | $790,014 | -3.7% | 3,255 | -3.0% | 0.27% | -7.8% |
| Q1 2023 | $820,409 | +0.8% | 3,356 | +1.7% | 0.29% | -19.5% |
| Q4 2022 | $814,287 | +5.3% | 3,300 | -3.8% | 0.36% | -6.4% |
| Q3 2022 | $773,000 | -13.6% | 3,429 | -7.5% | 0.39% | -14.9% |
| Q2 2022 | $895,000 | -8.9% | 3,709 | -3.2% | 0.46% | +1.1% |
| Q1 2022 | $982,000 | +5.1% | 3,831 | -1.0% | 0.45% | +18.6% |
| Q4 2021 | $934,000 | -2.6% | 3,868 | +4.8% | 0.38% | +16.2% |
| Q3 2021 | $959,000 | -13.8% | 3,692 | -14.6% | 0.33% | -19.6% |
| Q2 2021 | $1,112,000 | -11.5% | 4,325 | -17.4% | 0.41% | -19.4% |
| Q1 2021 | $1,256,000 | +186.8% | 5,235 | +180.1% | 0.51% | +178.0% |
| Q4 2020 | $438,000 | +13.2% | 1,869 | -1.3% | 0.18% | -19.8% |
| Q2 2020 | $387,000 | -19.5% | 1,893 | -25.6% | 0.23% | -45.3% |
| Q1 2020 | $481,000 | +119.6% | 2,544 | +128.8% | 0.42% | +110.7% |
| Q4 2019 | $219,000 | +0.5% | 1,112 | -21.8% | 0.20% | -45.4% |
| Q1 2018 | $218,000 | – | 1,422 | – | 0.36% | – |
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% |