VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 762 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,761 | -4.0% | 20 | 0.0% | 0.00% | – |
| Q2 2023 | $4,958 | +2.7% | 20 | 0.0% | 0.00% | – |
| Q1 2023 | $4,829 | -3.9% | 20 | 0.0% | 0.00% | – |
| Q4 2022 | $5,023 | +25.6% | 20 | 0.0% | 0.00% | – |
| Q3 2022 | $4,000 | 0.0% | 20 | 0.0% | 0.00% | – |
| Q2 2022 | $4,000 | -50.0% | 20 | -42.9% | 0.00% | – |
| Q1 2022 | $8,000 | -72.4% | 35 | -68.5% | 0.00% | -100.0% |
| Q4 2021 | $29,000 | +7.4% | 111 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $27,000 | -20.6% | 111 | -21.3% | 0.00% | 0.0% |
| Q2 2021 | $34,000 | +6.2% | 141 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $32,000 | +77.8% | 141 | +74.1% | 0.00% | 0.0% |
| Q4 2020 | $18,000 | +12.5% | 81 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $16,000 | -5.9% | 81 | -11.0% | 0.00% | 0.0% |
| Q2 2020 | $17,000 | +13.3% | 91 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $15,000 | +400.0% | 91 | +355.0% | 0.00% | – |
| Q4 2019 | $3,000 | 0.0% | 20 | 0.0% | 0.00% | – |
| Q3 2019 | $3,000 | -70.0% | 20 | -76.2% | 0.00% | -100.0% |
| Q1 2016 | $10,000 | -9.1% | 84 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $11,000 | +10.0% | 84 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $10,000 | -9.1% | 84 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $11,000 | 0.0% | 84 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $11,000 | +10.0% | 84 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $10,000 | – | 84 | – | 0.00% | – |
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% |