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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $899,000 | +7.5% | 4,687 | -6.0% | 0.01% | +7.7% |
| Q3 2019 | $836,000 | -3.6% | 4,987 | 0.0% | 0.01% | -7.1% |
| Q2 2019 | $867,000 | -10.0% | 4,987 | -10.7% | 0.01% | -12.5% |
| Q1 2019 | $963,000 | +37.8% | 5,582 | +28.2% | 0.02% | +14.3% |
| Q4 2018 | $699,000 | -11.0% | 4,353 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $785,000 | +13.3% | 4,353 | 0.0% | 0.01% | +7.7% |
| Q2 2018 | $693,000 | -57.3% | 4,353 | -58.8% | 0.01% | -59.4% |
| Q1 2018 | $1,622,000 | -23.8% | 10,562 | -23.5% | 0.03% | -25.6% |
| Q4 2017 | $2,129,000 | +3.9% | 13,814 | +2.6% | 0.04% | -4.4% |
| Q3 2017 | $2,050,000 | +20.1% | 13,462 | +16.2% | 0.04% | +15.4% |
| Q2 2017 | $1,707,000 | – | 11,584 | – | 0.04% | – |
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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% |