VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 340 filers reported holding VANGUARD WORLD FDS in Q3 2017. The put-call ratio across all filers is 0.94 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $335,720 | +8.8% | 1,443 | +14.4% | 0.02% | +13.3% |
| Q2 2023 | $308,634 | -0.3% | 1,261 | +0.2% | 0.02% | -6.2% |
| Q1 2023 | $309,466 | +1.4% | 1,259 | +2.4% | 0.02% | -23.8% |
| Q4 2022 | $305,062 | +27.1% | 1,230 | +24.2% | 0.02% | +16.7% |
| Q3 2022 | $240,000 | +4.3% | 990 | +1.2% | 0.02% | 0.0% |
| Q2 2022 | $230,000 | -1.7% | 978 | +0.2% | 0.02% | 0.0% |
| Q1 2022 | $234,000 | +60.3% | 976 | +64.9% | 0.02% | +28.6% |
| Q3 2021 | $146,000 | 0.0% | 592 | 0.0% | 0.01% | -6.7% |
| Q2 2021 | $146,000 | +6.6% | 592 | -1.3% | 0.02% | -6.2% |
| Q1 2021 | $137,000 | -36.6% | 600 | -38.0% | 0.02% | -40.7% |
| Q4 2020 | $216,000 | -18.2% | 968 | -25.2% | 0.03% | -30.8% |
| Q3 2020 | $264,000 | +7.8% | 1,294 | +1.8% | 0.04% | 0.0% |
| Q2 2020 | $245,000 | +7.0% | 1,271 | -7.9% | 0.04% | -9.3% |
| Q1 2020 | $229,000 | -14.2% | 1,380 | -1.0% | 0.04% | +4.9% |
| Q4 2019 | $267,000 | +43.5% | 1,394 | +25.5% | 0.04% | +32.3% |
| Q3 2019 | $186,000 | -25.3% | 1,111 | -22.5% | 0.03% | -35.4% |
| Q2 2019 | $249,000 | +81.8% | 1,434 | +80.6% | 0.05% | +45.5% |
| Q1 2019 | $137,000 | +9.6% | 794 | +2.1% | 0.03% | +3.1% |
| Q4 2018 | $125,000 | -54.4% | 778 | -48.7% | 0.03% | -48.4% |
| Q3 2018 | $274,000 | -6.2% | 1,518 | -17.3% | 0.06% | -16.2% |
| Q2 2018 | $292,000 | -14.4% | 1,836 | -17.3% | 0.07% | -21.3% |
| Q1 2018 | $341,000 | +30.2% | 2,219 | +30.5% | 0.09% | +30.6% |
| Q4 2017 | $262,000 | +948.0% | 1,701 | +930.9% | 0.07% | +620.0% |
| Q3 2017 | $25,000 | +150.0% | 165 | +153.8% | 0.01% | +100.0% |
| Q2 2017 | $10,000 | +400.0% | 65 | +333.3% | 0.01% | +400.0% |
| Q1 2017 | $2,000 | -99.7% | 15 | -99.7% | 0.00% | -99.7% |
| Q4 2016 | $581,000 | – | 4,583 | – | 0.39% | – |
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% |