VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 471 filers reported holding VANGUARD WORLD FDS in Q2 2019. The put-call ratio across all filers is 0.55 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,605 | +6.5% | 125,924 | +10.9% | 0.16% | +7.2% |
| Q2 2023 | $27,791 | +1.5% | 113,515 | -1.2% | 0.15% | -21.1% |
| Q1 2023 | $27,392 | -14.0% | 114,871 | -10.6% | 0.19% | -7.2% |
| Q4 2022 | $31,860 | -99.9% | 128,443 | +6.8% | 0.21% | +2.5% |
| Q3 2022 | $26,891,000 | -5.6% | 120,212 | -0.6% | 0.20% | -5.6% |
| Q2 2022 | $28,479,000 | -19.5% | 120,929 | -13.0% | 0.22% | -13.6% |
| Q1 2022 | $35,372,000 | -15.3% | 139,053 | -11.3% | 0.25% | -16.9% |
| Q4 2021 | $41,786,000 | +10.6% | 156,841 | +2.6% | 0.30% | +0.3% |
| Q3 2021 | $37,772,000 | +12.5% | 152,825 | +12.5% | 0.30% | +6.4% |
| Q2 2021 | $33,581,000 | +12.6% | 135,885 | +4.2% | 0.28% | -1.1% |
| Q1 2021 | $29,819,000 | -7.3% | 130,358 | -9.4% | 0.28% | -17.2% |
| Q4 2020 | $32,174,000 | +17.9% | 143,809 | +7.5% | 0.34% | +0.6% |
| Q3 2020 | $27,300,000 | +6.4% | 133,822 | +0.5% | 0.34% | -0.3% |
| Q2 2020 | $25,647,000 | +40.3% | 133,126 | +21.0% | 0.34% | +8.9% |
| Q1 2020 | $18,277,000 | -10.3% | 110,042 | +3.6% | 0.32% | +7.9% |
| Q4 2019 | $20,376,000 | +6.2% | 106,266 | -7.2% | 0.29% | -5.5% |
| Q3 2019 | $19,193,000 | -7.3% | 114,465 | -3.8% | 0.31% | +4.0% |
| Q2 2019 | $20,699,000 | -19.9% | 119,001 | -20.6% | 0.30% | -25.8% |
| Q1 2019 | $25,847,000 | +21.4% | 149,855 | +13.0% | 0.40% | +4.4% |
| Q4 2018 | $21,293,000 | +38.6% | 132,582 | +55.7% | 0.38% | +47.9% |
| Q3 2018 | $15,358,000 | +106.8% | 85,127 | +82.5% | 0.26% | +59.9% |
| Q2 2018 | $7,425,000 | +10.5% | 46,656 | +6.6% | 0.16% | +14.1% |
| Q1 2018 | $6,718,000 | -22.0% | 43,758 | -21.7% | 0.14% | -13.4% |
| Q4 2017 | $8,614,000 | -20.0% | 55,881 | -21.0% | 0.16% | -26.1% |
| Q3 2017 | $10,766,000 | +33.5% | 70,701 | +29.2% | 0.22% | +43.2% |
| Q2 2017 | $8,065,000 | – | 54,729 | – | 0.16% | – |
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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% |