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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $578,000 | +8.9% | 2,526 | +6.4% | 0.08% | +2.6% |
| Q4 2020 | $531,000 | +5.6% | 2,374 | -3.7% | 0.08% | -6.1% |
| Q3 2020 | $503,000 | +8.2% | 2,465 | +2.2% | 0.08% | +1.2% |
| Q2 2020 | $465,000 | +18.6% | 2,411 | +2.2% | 0.08% | -5.8% |
| Q1 2020 | $392,000 | +13.0% | 2,359 | +30.3% | 0.09% | +22.9% |
| Q4 2019 | $347,000 | +17.2% | 1,811 | +2.8% | 0.07% | +6.1% |
| Q3 2019 | $296,000 | +18.4% | 1,762 | +22.8% | 0.07% | +10.0% |
| Q2 2019 | $250,000 | – | 1,435 | – | 0.06% | – |
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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% |