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 | $583,648 | -13.3% | 2,483 | -9.7% | 0.30% | -15.4% |
| Q2 2023 | $673,124 | +2.7% | 2,749 | 0.0% | 0.35% | -1.7% |
| Q1 2023 | $655,637 | +9.9% | 2,749 | +14.3% | 0.36% | +4.1% |
| Q4 2022 | $596,655 | +10.7% | 2,405 | -0.2% | 0.34% | +8.6% |
| Q3 2022 | $539,000 | -3.1% | 2,409 | +2.1% | 0.32% | +1.3% |
| Q2 2022 | $556,000 | -8.4% | 2,359 | +0.1% | 0.31% | +6.9% |
| Q1 2022 | $607,000 | +0.7% | 2,356 | +4.0% | 0.29% | +2.8% |
| Q4 2021 | $603,000 | +6.9% | 2,265 | -0.7% | 0.28% | -3.1% |
| Q3 2021 | $564,000 | -4.6% | 2,280 | -4.6% | 0.29% | -6.4% |
| Q2 2021 | $591,000 | +7.7% | 2,390 | -0.3% | 0.31% | -1.9% |
| Q1 2021 | $549,000 | +2.2% | 2,398 | 0.0% | 0.32% | -5.9% |
| Q4 2020 | $537,000 | – | 2,398 | – | 0.34% | – |
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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% |