VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 553 filers reported holding VANGUARD WORLD FDS in Q1 2020. The put-call ratio across all filers is 1.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,700,094 | -7.2% | 71,034 | -3.4% | 1.45% | -5.7% |
| Q2 2023 | $17,996,474 | -5.7% | 73,509 | -8.2% | 1.54% | -11.0% |
| Q1 2023 | $19,090,631 | -8.3% | 80,058 | -4.6% | 1.72% | -12.7% |
| Q4 2022 | $20,824,542 | +8.1% | 83,953 | -2.5% | 1.98% | -0.8% |
| Q3 2022 | $19,271,000 | -7.3% | 86,148 | -2.4% | 1.99% | -0.8% |
| Q2 2022 | $20,787,000 | -7.9% | 88,269 | -0.6% | 2.01% | +6.6% |
| Q1 2022 | $22,582,000 | +25.0% | 88,774 | +17.3% | 1.88% | +18.9% |
| Q4 2021 | $18,071,000 | +14.1% | 75,659 | +18.1% | 1.59% | +14.8% |
| Q3 2021 | $15,832,000 | -2.4% | 64,057 | -2.4% | 1.38% | -6.3% |
| Q2 2021 | $16,227,000 | +4.9% | 65,660 | -2.6% | 1.48% | -4.3% |
| Q1 2021 | $15,462,000 | -2.5% | 67,436 | -0.4% | 1.54% | -10.3% |
| Q4 2020 | $15,861,000 | +4.9% | 67,678 | -4.1% | 1.72% | -9.2% |
| Q3 2020 | $15,125,000 | +8.6% | 70,537 | +3.4% | 1.89% | -4.7% |
| Q2 2020 | $13,927,000 | +4.6% | 68,204 | -3.0% | 1.99% | -16.3% |
| Q1 2020 | $13,311,000 | +158.7% | 70,332 | +169.4% | 2.37% | +119.7% |
| Q4 2019 | $5,145,000 | +11.0% | 26,104 | +0.1% | 1.08% | -2.2% |
| Q3 2019 | $4,637,000 | +42.7% | 26,087 | +37.8% | 1.10% | +19.5% |
| Q2 2019 | $3,250,000 | +10.7% | 18,932 | +11.3% | 0.92% | -1.4% |
| Q1 2019 | $2,935,000 | +8.2% | 17,015 | +0.8% | 0.94% | -28.7% |
| Q4 2018 | $2,712,000 | – | 16,885 | – | 1.31% | – |
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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% |