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 | $82,755 | -4.0% | 352 | 0.0% | 0.05% | +2.1% |
| Q2 2023 | $86,177 | +2.7% | 352 | 0.0% | 0.05% | -2.1% |
| Q1 2023 | $83,938 | -3.9% | 352 | 0.0% | 0.05% | -9.4% |
| Q4 2022 | $87,314 | +10.5% | 352 | 0.0% | 0.05% | 0.0% |
| Q3 2022 | $79,000 | -4.8% | 352 | 0.0% | 0.05% | -1.9% |
| Q2 2022 | $83,000 | +1283.3% | 352 | +1308.0% | 0.05% | +1700.0% |
| Q1 2022 | $6,000 | -14.3% | 25 | 0.0% | 0.00% | -25.0% |
| Q4 2021 | $7,000 | +16.7% | 25 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $6,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $6,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $6,000 | 0.0% | 25 | 0.0% | 0.00% | -20.0% |
| Q4 2020 | $6,000 | – | 25 | – | 0.01% | – |
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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% |