VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 591 filers reported holding VANGUARD WORLD FDS in Q2 2020. The put-call ratio across all filers is 0.82 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $239,567 | +2.3% | 1,019 | +6.5% | 0.11% | +1.8% |
| Q2 2023 | $234,293 | +2.1% | 957 | -0.5% | 0.11% | +0.9% |
| Q1 2023 | $229,399 | -2.7% | 962 | +1.3% | 0.11% | -1.8% |
| Q4 2022 | $235,648 | +13.8% | 950 | +2.5% | 0.11% | +0.9% |
| Q3 2022 | $207,000 | -5.0% | 927 | 0.0% | 0.11% | -2.7% |
| Q2 2022 | $218,000 | -7.6% | 927 | 0.0% | 0.11% | +2.7% |
| Q1 2022 | $236,000 | -7.1% | 927 | -2.6% | 0.11% | -8.3% |
| Q4 2021 | $254,000 | +7.2% | 952 | -0.5% | 0.12% | +0.8% |
| Q3 2021 | $237,000 | 0.0% | 957 | 0.0% | 0.12% | -0.8% |
| Q2 2021 | $237,000 | +3.9% | 957 | -4.0% | 0.12% | -7.0% |
| Q1 2021 | $228,000 | -13.3% | 997 | -27.1% | 0.13% | -27.5% |
| Q2 2020 | $263,000 | +6.5% | 1,368 | -8.1% | 0.18% | -5.8% |
| Q1 2020 | $247,000 | -13.3% | 1,489 | 0.0% | 0.19% | -25.3% |
| Q4 2019 | $285,000 | – | 1,489 | – | 0.25% | – |
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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% |