VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 591 filers reported holding VANGUARD WORLD FDS in Q2 2020. The put-call ratio across all filers is 0.82 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $378,191 | -91.1% | 1,609 | -90.7% | 0.18% | -91.1% |
| Q2 2023 | $4,231,944 | +0.1% | 17,286 | +0.5% | 2.02% | -4.9% |
| Q1 2023 | $4,227,702 | +130465.2% | 17,204 | +31.8% | 2.12% | +25.6% |
| Q4 2022 | $3,238 | -99.9% | 13,054 | +9.7% | 1.69% | -6.9% |
| Q3 2022 | $2,663,000 | +0.0% | 11,903 | +5.3% | 1.82% | -1.7% |
| Q2 2022 | $2,662,000 | +1.5% | 11,304 | +9.7% | 1.85% | +4.9% |
| Q1 2022 | $2,622,000 | +188.4% | 10,309 | +202.0% | 1.76% | +203.1% |
| Q4 2021 | $909,000 | +188.6% | 3,414 | +168.0% | 0.58% | +153.7% |
| Q3 2021 | $315,000 | +30.2% | 1,274 | +1.4% | 0.23% | -17.3% |
| Q2 2021 | $242,000 | -16.3% | 1,256 | -0.5% | 0.28% | +14.9% |
| Q1 2021 | $289,000 | +2.1% | 1,262 | -0.2% | 0.24% | +1.3% |
| Q4 2020 | $283,000 | +10.1% | 1,265 | +0.4% | 0.24% | +114.4% |
| Q3 2020 | $257,000 | +6.2% | 1,260 | +0.3% | 0.11% | -22.4% |
| Q2 2020 | $242,000 | +16.3% | 1,256 | +0.4% | 0.14% | -2.1% |
| Q1 2020 | $208,000 | -13.0% | 1,251 | +0.3% | 0.15% | +4.3% |
| Q4 2019 | $239,000 | +14.9% | 1,247 | +0.7% | 0.14% | -16.2% |
| Q3 2019 | $208,000 | -3.3% | 1,238 | 0.0% | 0.17% | -6.2% |
| Q2 2019 | $215,000 | +1.4% | 1,238 | +0.7% | 0.18% | -3.8% |
| Q1 2019 | $212,000 | -3.6% | 1,230 | +1.1% | 0.18% | -7.5% |
| Q3 2018 | $220,000 | – | 1,217 | – | 0.20% | – |
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% |