VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 143 filers reported holding VANGUARD WORLD FDS in Q4 2013. The put-call ratio across all filers is 1.81 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $415,187 | -5.0% | 1,856 | 0.0% | 0.00% | -25.0% |
| Q2 2022 | $437,088 | -7.4% | 1,856 | 0.0% | 0.00% | +33.3% |
| Q1 2022 | $472,129 | -4.5% | 1,856 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $494,476 | +7.8% | 1,856 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $458,729 | +0.0% | 1,856 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $458,673 | +8.0% | 1,856 | 0.0% | 0.00% | -25.0% |
| Q1 2021 | $424,560 | -2.6% | 1,856 | -4.7% | 0.00% | +33.3% |
| Q4 2020 | $435,826 | +9.8% | 1,948 | 0.0% | 0.00% | -25.0% |
| Q3 2020 | $397,000 | +5.9% | 1,948 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $375,000 | +7.8% | 1,948 | -6.9% | 0.00% | 0.0% |
| Q1 2020 | $348,000 | -11.0% | 2,093 | +2.6% | 0.00% | +33.3% |
| Q4 2019 | $391,000 | +14.3% | 2,039 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $342,000 | -3.7% | 2,039 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $355,000 | +24.6% | 2,039 | +23.5% | 0.00% | +50.0% |
| Q1 2019 | $285,000 | +7.5% | 1,651 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $265,000 | -11.1% | 1,651 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $298,000 | +13.3% | 1,651 | 0.0% | 0.00% | +100.0% |
| Q2 2018 | $263,000 | +4.0% | 1,651 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $253,000 | -0.4% | 1,651 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $254,000 | +12.4% | 1,651 | +11.1% | 0.00% | 0.0% |
| Q3 2017 | $226,000 | +3.2% | 1,486 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $219,000 | +6.8% | 1,486 | 0.0% | 0.00% | -50.0% |
| Q1 2017 | $205,000 | +109.2% | 1,486 | +112.9% | 0.00% | +100.0% |
| Q2 2015 | $98,000 | -99.5% | 698 | -99.5% | 0.00% | -99.1% |
| Q1 2015 | $20,328,000 | +730.1% | 150,000 | +470.5% | 0.11% | +375.0% |
| Q3 2013 | $2,449,000 | – | 26,292 | – | 0.02% | – |
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% |