VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 562 filers reported holding VANGUARD WORLD FDS in Q4 2019. The put-call ratio across all filers is 0.67 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $481,521 | -4.0% | 2,048 | 0.0% | 0.01% | -7.1% |
| Q2 2023 | $501,430 | +3.4% | 2,048 | +0.7% | 0.01% | -12.5% |
| Q1 2023 | $485,065 | -4.1% | 2,034 | -0.3% | 0.02% | -11.1% |
| Q4 2022 | $506,061 | +10.7% | 2,040 | -0.2% | 0.02% | 0.0% |
| Q3 2022 | $457,000 | -5.0% | 2,044 | +0.0% | 0.02% | 0.0% |
| Q2 2022 | $481,000 | -27.6% | 2,043 | -21.8% | 0.02% | -14.3% |
| Q1 2022 | $664,000 | -13.3% | 2,612 | -9.1% | 0.02% | -8.7% |
| Q4 2021 | $766,000 | +8.5% | 2,875 | +0.7% | 0.02% | -4.2% |
| Q3 2021 | $706,000 | -14.4% | 2,855 | -14.4% | 0.02% | -14.3% |
| Q2 2021 | $825,000 | +5.5% | 3,337 | -2.4% | 0.03% | -17.6% |
| Q1 2021 | $782,000 | -48.6% | 3,418 | -49.7% | 0.03% | -5.6% |
| Q4 2020 | $1,520,000 | +116.8% | 6,794 | +97.8% | 0.04% | -5.3% |
| Q3 2020 | $701,000 | -43.7% | 3,434 | -46.9% | 0.04% | +2.7% |
| Q2 2020 | $1,246,000 | +35.7% | 6,466 | +17.0% | 0.04% | +5.7% |
| Q1 2020 | $918,000 | +129.5% | 5,528 | +164.9% | 0.04% | +40.0% |
| Q4 2019 | $400,000 | +10.8% | 2,087 | -3.1% | 0.02% | 0.0% |
| Q3 2019 | $361,000 | +447.0% | 2,153 | +465.1% | 0.02% | +400.0% |
| Q2 2019 | $66,000 | – | 381 | – | 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% |