VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 562 filers reported holding VANGUARD WORLD FDS in Q4 2019. The put-call ratio across all filers is 0.67 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $726,957 | -4.0% | 3,092 | 0.0% | 0.17% | +3.0% |
| Q2 2023 | $757,012 | +3.5% | 3,092 | +0.8% | 0.16% | -1.2% |
| Q1 2023 | $731,146 | -3.9% | 3,066 | 0.0% | 0.17% | -8.3% |
| Q4 2022 | $760,550 | +10.9% | 3,066 | 0.0% | 0.18% | +4.6% |
| Q3 2022 | $686,000 | -5.0% | 3,066 | 0.0% | 0.17% | -1.1% |
| Q2 2022 | $722,000 | -7.4% | 3,066 | 0.0% | 0.18% | +10.1% |
| Q1 2022 | $780,000 | -4.5% | 3,066 | 0.0% | 0.16% | +2.6% |
| Q4 2021 | $817,000 | +7.8% | 3,066 | 0.0% | 0.16% | -7.7% |
| Q3 2021 | $758,000 | 0.0% | 3,066 | 0.0% | 0.17% | -1.2% |
| Q2 2021 | $758,000 | +8.1% | 3,066 | 0.0% | 0.17% | +6.9% |
| Q1 2021 | $701,000 | +2.2% | 3,066 | 0.0% | 0.16% | -10.2% |
| Q4 2020 | $686,000 | +9.8% | 3,066 | 0.0% | 0.18% | -4.3% |
| Q3 2020 | $625,000 | +5.8% | 3,066 | 0.0% | 0.18% | +1.1% |
| Q2 2020 | $591,000 | +18.4% | 3,066 | +2.1% | 0.18% | -0.5% |
| Q1 2020 | $499,000 | +49800.0% | 3,004 | +75000.0% | 0.18% | – |
| Q4 2019 | $1,000 | – | 4 | – | 0.00% | – |
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% |