VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 728 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 1.03 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $88,163 | -20.9% | 375 | -17.6% | 0.04% | -17.8% |
| Q2 2023 | $111,393 | +2.7% | 455 | 0.0% | 0.04% | -4.3% |
| Q1 2023 | $108,499 | +95916.8% | 455 | 0.0% | 0.05% | -7.8% |
| Q4 2022 | $113 | -99.9% | 455 | 0.0% | 0.05% | +2.0% |
| Q3 2022 | $102,000 | -21.5% | 455 | -17.6% | 0.05% | -13.8% |
| Q2 2022 | $130,000 | -15.6% | 552 | -8.8% | 0.06% | -4.9% |
| Q1 2022 | $154,000 | -4.3% | 605 | 0.0% | 0.06% | -7.6% |
| Q4 2021 | $161,000 | +23.8% | 605 | +14.8% | 0.07% | +17.9% |
| Q3 2021 | $130,000 | 0.0% | 527 | 0.0% | 0.06% | -3.4% |
| Q2 2021 | $130,000 | +7.4% | 527 | 0.0% | 0.06% | -1.7% |
| Q1 2021 | $121,000 | +2.5% | 527 | 0.0% | 0.06% | -3.3% |
| Q4 2020 | $118,000 | – | 527 | – | 0.06% | – |
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% |