VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 722 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $199,557 | +13.6% | 796 | +6.6% | 0.02% | -14.3% |
| Q3 2023 | $175,620 | -15.3% | 747 | -11.8% | 0.03% | -12.5% |
| Q2 2023 | $207,363 | +2.7% | 847 | 0.0% | 0.03% | -3.0% |
| Q1 2023 | $201,976 | +96079.0% | 847 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $210 | -99.9% | 847 | 0.0% | 0.03% | +3.1% |
| Q3 2022 | $189,000 | -5.5% | 847 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $200,000 | -7.0% | 847 | 0.0% | 0.03% | +6.7% |
| Q1 2022 | $215,000 | +47.3% | 847 | +54.8% | 0.03% | +15.4% |
| Q4 2021 | $146,000 | +8.1% | 547 | 0.0% | 0.03% | +4.0% |
| Q3 2021 | $135,000 | +8.0% | 547 | 0.0% | 0.02% | +19.0% |
| Q1 2021 | $125,000 | +2.5% | 547 | 0.0% | 0.02% | -4.5% |
| Q4 2020 | $122,000 | +8.9% | 547 | -0.2% | 0.02% | 0.0% |
| Q3 2020 | $112,000 | +5.7% | 548 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $106,000 | +16.5% | 548 | 0.0% | 0.02% | +4.8% |
| Q1 2020 | $91,000 | -5.2% | 548 | +9.6% | 0.02% | +16.7% |
| Q4 2019 | $96,000 | +464.7% | 500 | +265.0% | 0.02% | +800.0% |
| Q1 2017 | $17,000 | 0.0% | 137 | 0.0% | 0.00% | -60.0% |
| Q1 2016 | $17,000 | – | 137 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wechter Feldman Wealth Management, Inc. | 108,364 | $26,780,000 | 18.74% |
| Allied Investment Advisors, LLC | 98,593 | $24,365,000 | 9.18% |
| Morningstar Investment Management LLC | 280,664 | $69,360,000 | 7.86% |
| Capital Advantage, Inc. | 103,430 | $25,561,000 | 6.70% |
| Aprio Wealth Management, LLC | 54,798 | $13,542,000 | 6.40% |
| Curran Financial Partners, LLC | 46,686 | $11,538,000 | 6.34% |
| ASSET PLANNING CORPORATION | 24,758 | $6,118,000 | 5.96% |
| Adaptive Financial Consulting, LLC | 35,501 | $8,773,000 | 5.48% |
| Essex Private Wealth Management, LLC | 22,255 | $5,500,000 | 5.02% |
| Tatro Capital, LLC | 28,055 | $6,933,000 | 4.73% |