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 2022 | $4,082,000 | -5.0% | 16,049 | -0.5% | 3.06% | -1.1% |
| Q4 2021 | $4,297,000 | +7.4% | 16,127 | -0.3% | 3.09% | -1.2% |
| Q3 2021 | $4,000,000 | -42.3% | 16,183 | -42.3% | 3.13% | -34.0% |
| Q2 2021 | $6,933,000 | +4.9% | 28,055 | -2.9% | 4.73% | -7.6% |
| Q1 2021 | $6,611,000 | -4.1% | 28,902 | -6.2% | 5.12% | -20.3% |
| Q4 2020 | $6,893,000 | +5.6% | 30,807 | -3.7% | 6.42% | -13.9% |
| Q3 2020 | $6,527,000 | +9.4% | 31,996 | +3.3% | 7.46% | -12.9% |
| Q2 2020 | $5,967,000 | +15.6% | 30,973 | -0.3% | 8.56% | -7.2% |
| Q1 2020 | $5,161,000 | -25.9% | 31,073 | -14.5% | 9.22% | +47.5% |
| Q4 2019 | $6,964,000 | – | 36,322 | – | 6.25% | – |
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% |