VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 728 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 1.03 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $398,638 | -6.7% | 1,696 | -2.8% | 0.27% | -9.4% |
| Q2 2023 | $427,116 | +15.6% | 1,745 | +12.7% | 0.30% | +2.1% |
| Q1 2023 | $369,453 | +44.9% | 1,549 | +50.7% | 0.29% | +28.6% |
| Q4 2022 | $254,995 | +10.9% | 1,028 | 0.0% | 0.23% | +6.6% |
| Q3 2022 | $230,000 | -6.5% | 1,028 | -1.4% | 0.21% | -3.6% |
| Q2 2022 | $246,000 | -7.2% | 1,043 | 0.0% | 0.22% | -6.0% |
| Q1 2022 | $265,000 | -4.7% | 1,043 | 0.0% | 0.24% | -2.9% |
| Q4 2021 | $278,000 | +7.8% | 1,043 | 0.0% | 0.24% | +0.4% |
| Q3 2021 | $258,000 | 0.0% | 1,043 | 0.0% | 0.24% | -3.2% |
| Q2 2021 | $258,000 | +20.0% | 1,043 | +11.1% | 0.25% | +9.7% |
| Q1 2021 | $215,000 | +0.5% | 939 | -2.1% | 0.23% | +8.1% |
| Q4 2020 | $214,000 | – | 959 | – | 0.21% | – |
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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% |