VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 591 filers reported holding VANGUARD WORLD FDS in Q2 2020. The put-call ratio across all filers is 0.82 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $88 | -4.3% | 374 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $92 | +283.3% | 374 | +6.9% | 0.01% | +250.0% |
| Q1 2023 | $24 | -74.2% | 350 | -6.4% | 0.00% | -73.3% |
| Q4 2022 | $93 | -99.9% | 374 | 0.0% | 0.02% | +7.1% |
| Q3 2022 | $84,000 | -4.5% | 374 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $88,000 | -7.4% | 374 | 0.0% | 0.01% | +7.7% |
| Q1 2022 | $95,000 | -1.0% | 374 | +4.2% | 0.01% | +8.3% |
| Q4 2021 | $96,000 | +7.9% | 359 | 0.0% | 0.01% | -7.7% |
| Q3 2021 | $89,000 | +4.7% | 359 | +4.4% | 0.01% | +8.3% |
| Q2 2021 | $85,000 | +23.2% | 344 | +14.7% | 0.01% | +20.0% |
| Q1 2021 | $69,000 | +3.0% | 300 | 0.0% | 0.01% | -9.1% |
| Q4 2020 | $67,000 | +9.8% | 300 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $61,000 | +5.2% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $58,000 | +16.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $50,000 | -13.8% | 300 | 0.0% | 0.01% | +10.0% |
| Q4 2019 | $58,000 | +16.0% | 300 | 0.0% | 0.01% | +11.1% |
| Q3 2019 | $50,000 | +25.0% | 300 | +20.0% | 0.01% | 0.0% |
| Q4 2018 | $40,000 | -11.1% | 250 | 0.0% | 0.01% | +12.5% |
| Q3 2018 | $45,000 | – | 250 | – | 0.01% | – |
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% |