VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 553 filers reported holding VANGUARD WORLD FDS in Q1 2020. The put-call ratio across all filers is 1.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $311 | -4.0% | 1,324 | 0.0% | 0.09% | -3.1% |
| Q2 2023 | $324 | +2.5% | 1,324 | 0.0% | 0.10% | -4.0% |
| Q1 2023 | $316 | -4.8% | 1,324 | -1.0% | 0.10% | -19.2% |
| Q4 2022 | $332 | -99.9% | 1,338 | +1.1% | 0.12% | +5.9% |
| Q3 2022 | $296,000 | -5.1% | 1,324 | 0.0% | 0.12% | +8.3% |
| Q2 2022 | $312,000 | -7.4% | 1,324 | 0.0% | 0.11% | -4.4% |
| Q1 2022 | $337,000 | -4.5% | 1,324 | 0.0% | 0.11% | +7.5% |
| Q4 2021 | $353,000 | +8.0% | 1,324 | 0.0% | 0.11% | +5.0% |
| Q3 2021 | $327,000 | 0.0% | 1,324 | 0.0% | 0.10% | +4.1% |
| Q2 2021 | $327,000 | +7.9% | 1,324 | 0.0% | 0.10% | +2.1% |
| Q1 2021 | $303,000 | +2.4% | 1,324 | 0.0% | 0.10% | -21.5% |
| Q4 2020 | $296,000 | +9.6% | 1,324 | 0.0% | 0.12% | +8.0% |
| Q3 2020 | $270,000 | +5.9% | 1,324 | 0.0% | 0.11% | -1.8% |
| Q2 2020 | $255,000 | +15.9% | 1,324 | 0.0% | 0.11% | +8.6% |
| Q1 2020 | $220,000 | -13.4% | 1,324 | 0.0% | 0.10% | +4.0% |
| Q4 2019 | $254,000 | +14.4% | 1,324 | 0.0% | 0.10% | +9.8% |
| Q3 2019 | $222,000 | -3.5% | 1,324 | 0.0% | 0.09% | -8.0% |
| Q2 2019 | $230,000 | +0.9% | 1,324 | 0.0% | 0.10% | -2.0% |
| Q1 2019 | $228,000 | +7.0% | 1,324 | 0.0% | 0.10% | -8.9% |
| Q4 2018 | $213,000 | -10.9% | 1,324 | 0.0% | 0.11% | +1.8% |
| Q3 2018 | $239,000 | +13.3% | 1,324 | 0.0% | 0.11% | +10.0% |
| Q2 2018 | $211,000 | +4.5% | 1,324 | 0.0% | 0.10% | -3.8% |
| Q1 2018 | $202,000 | -1.0% | 1,324 | 0.0% | 0.10% | -1.0% |
| Q4 2017 | $204,000 | +1.0% | 1,324 | 0.0% | 0.10% | -1.9% |
| Q3 2017 | $202,000 | – | 1,324 | – | 0.11% | – |
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% |