VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 608 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 0.48 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $403,080 | -15.8% | 1,715 | -12.2% | 0.10% | -7.9% |
Q2 2023 | $478,443 | -9.4% | 1,954 | -11.8% | 0.11% | -16.2% |
Q1 2023 | $528,372 | +18.0% | 2,216 | +22.8% | 0.14% | +7.9% |
Q4 2022 | $447,604 | -10.6% | 1,804 | -19.4% | 0.13% | -21.7% |
Q3 2022 | $500,448 | -12.4% | 2,237 | -7.7% | 0.16% | -10.1% |
Q2 2022 | $571,000 | -12.7% | 2,424 | -5.8% | 0.18% | +5.3% |
Q1 2022 | $654,000 | -13.8% | 2,573 | -9.7% | 0.17% | -12.8% |
Q4 2021 | $759,000 | -2.1% | 2,850 | -9.1% | 0.20% | -16.3% |
Q3 2021 | $775,000 | -8.2% | 3,134 | -8.2% | 0.23% | -4.5% |
Q2 2021 | $844,000 | +9.3% | 3,415 | +1.2% | 0.24% | -8.6% |
Q1 2021 | $772,000 | +43.8% | 3,374 | +40.5% | 0.27% | +40.5% |
Q4 2020 | $537,000 | +123.8% | 2,401 | +104.0% | 0.19% | +102.1% |
Q3 2020 | $240,000 | – | 1,177 | – | 0.09% | – |
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% |