VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 728 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 1.03 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,134,895 | -2.7% | 106,912 | +1.3% | 1.08% | +4.6% |
| Q2 2023 | $25,843,361 | +5.0% | 105,561 | +2.3% | 1.04% | +4.0% |
| Q1 2023 | $24,601,837 | +103876.3% | 103,170 | +8.2% | 1.00% | -2.2% |
| Q4 2022 | $23,661 | -99.9% | 95,388 | +6.2% | 1.02% | +9.6% |
| Q3 2022 | $20,088,000 | +6.0% | 89,801 | +11.6% | 0.93% | +12.3% |
| Q2 2022 | $18,948,000 | -8.1% | 80,459 | -0.8% | 0.83% | +9.5% |
| Q1 2022 | $20,625,000 | +2.3% | 81,081 | +7.2% | 0.76% | +7.7% |
| Q4 2021 | $20,154,000 | +7.3% | 75,648 | -0.4% | 0.70% | -6.2% |
| Q3 2021 | $18,777,000 | +4.9% | 75,970 | +4.9% | 0.75% | +3.2% |
| Q2 2021 | $17,897,000 | +10.0% | 72,418 | +1.9% | 0.72% | +0.4% |
| Q1 2021 | $16,263,000 | +9.7% | 71,096 | +7.3% | 0.72% | +1.0% |
| Q4 2020 | $14,819,000 | +52.7% | 66,235 | +39.2% | 0.71% | +32.7% |
| Q3 2020 | $9,705,000 | -43.2% | 47,572 | -46.4% | 0.54% | -44.0% |
| Q2 2020 | $17,087,000 | +15.1% | 88,697 | -0.8% | 0.96% | -4.0% |
| Q1 2020 | $14,846,000 | +239.2% | 89,388 | +291.6% | 1.00% | +320.6% |
| Q4 2019 | $4,377,000 | -25.0% | 22,827 | -34.4% | 0.24% | -29.8% |
| Q3 2019 | $5,839,000 | +5.8% | 34,823 | +9.8% | 0.34% | +2.4% |
| Q2 2019 | $5,517,000 | +31.5% | 31,718 | +30.3% | 0.33% | +22.1% |
| Q1 2019 | $4,197,000 | +147.8% | 24,333 | +130.7% | 0.27% | +142.0% |
| Q4 2018 | $1,694,000 | -11.2% | 10,548 | -0.2% | 0.11% | +2.8% |
| Q3 2018 | $1,907,000 | +186.8% | 10,568 | +152.8% | 0.11% | +165.9% |
| Q2 2018 | $665,000 | -41.2% | 4,180 | -43.2% | 0.04% | +20.6% |
| Q1 2018 | $1,130,000 | +387.1% | 7,360 | +389.0% | 0.03% | +142.9% |
| Q4 2017 | $232,000 | +8.4% | 1,505 | +3.8% | 0.01% | +7.7% |
| Q2 2017 | $214,000 | -11.2% | 1,450 | -21.6% | 0.01% | -23.5% |
| Q2 2016 | $241,000 | -4.7% | 1,850 | -9.8% | 0.02% | -10.5% |
| Q1 2016 | $253,000 | -7.0% | 2,050 | 0.0% | 0.02% | -9.5% |
| Q4 2015 | $272,000 | +4.2% | 2,050 | -3.8% | 0.02% | -4.5% |
| Q3 2015 | $261,000 | -23.2% | 2,130 | -12.3% | 0.02% | -18.5% |
| Q2 2015 | $340,000 | +3.3% | 2,430 | 0.0% | 0.03% | +3.8% |
| Q1 2015 | $329,000 | +1.5% | 2,430 | -5.8% | 0.03% | -3.7% |
| Q4 2014 | $324,000 | +11.0% | 2,580 | +3.2% | 0.03% | 0.0% |
| Q3 2014 | $292,000 | +4.7% | 2,500 | 0.0% | 0.03% | +3.8% |
| Q2 2014 | $279,000 | – | 2,500 | – | 0.03% | – |
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% |