VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 722 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,330,385 | -20.8% | 5,658 | -17.6% | 0.26% | -27.5% |
| Q2 2023 | $1,680,105 | -27.8% | 6,863 | -29.7% | 0.36% | -35.4% |
| Q1 2023 | $2,327,413 | -29.8% | 9,761 | -26.9% | 0.55% | -38.4% |
| Q4 2022 | $3,314,319 | +5.3% | 13,362 | -4.8% | 0.90% | -21.5% |
| Q3 2022 | $3,148,000 | -7.0% | 14,040 | -2.4% | 1.14% | -0.3% |
| Q2 2022 | $3,385,000 | -8.8% | 14,392 | -1.2% | 1.15% | +0.1% |
| Q1 2022 | $3,710,000 | -11.3% | 14,563 | -7.3% | 1.15% | -7.9% |
| Q4 2021 | $4,181,000 | +10.3% | 15,703 | +2.4% | 1.24% | -5.0% |
| Q3 2021 | $3,790,000 | +6.8% | 15,331 | +6.8% | 1.31% | +3.0% |
| Q2 2021 | $3,550,000 | -1.4% | 14,361 | -8.8% | 1.27% | -11.5% |
| Q1 2021 | $3,599,000 | +7.3% | 15,754 | +5.2% | 1.44% | -15.2% |
| Q4 2020 | $3,353,000 | – | 14,974 | – | 1.70% | – |
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% |