VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 402 filers reported holding VANGUARD WORLD FDS in Q1 2018. The put-call ratio across all filers is 1.28 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $126,000 | +8.6% | 658 | -5.2% | 0.04% | 0.0% |
| Q3 2019 | $116,000 | -17.1% | 694 | -13.5% | 0.04% | -17.8% |
| Q2 2019 | $140,000 | -4.8% | 802 | -6.0% | 0.04% | -6.2% |
| Q1 2019 | $147,000 | +13.1% | 853 | +5.0% | 0.05% | +6.7% |
| Q4 2018 | $130,000 | +261.1% | 812 | +306.0% | 0.04% | +350.0% |
| Q3 2018 | $36,000 | +12.5% | 200 | 0.0% | 0.01% | +11.1% |
| Q2 2018 | $32,000 | +3.2% | 200 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $31,000 | -78.8% | 200 | -81.5% | 0.01% | -80.4% |
| Q1 2015 | $146,000 | +7.4% | 1,080 | 0.0% | 0.05% | +4.5% |
| Q4 2014 | $136,000 | +7.9% | 1,080 | 0.0% | 0.04% | +4.8% |
| Q3 2014 | $126,000 | -6.0% | 1,080 | -10.0% | 0.04% | -2.3% |
| Q2 2014 | $134,000 | -3.6% | 1,200 | -7.7% | 0.04% | -17.3% |
| Q1 2014 | $139,000 | +6.1% | 1,300 | 0.0% | 0.05% | +6.1% |
| Q4 2013 | $131,000 | +0.8% | 1,300 | -7.1% | 0.05% | -7.5% |
| Q3 2013 | $130,000 | – | 1,400 | – | 0.05% | – |
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% |