VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 472 filers reported holding VANGUARD WORLD FDS in Q4 2018. The put-call ratio across all filers is 3.13 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $488,538 | -4.0% | 2,078 | 0.0% | 0.15% | +4.2% |
| Q2 2023 | $508,736 | +2.7% | 2,078 | 0.0% | 0.14% | -10.6% |
| Q1 2023 | $495,520 | -3.9% | 2,078 | 0.0% | 0.16% | -9.0% |
| Q4 2022 | $515,448 | +10.8% | 2,078 | 0.0% | 0.18% | +33.1% |
| Q3 2022 | $465,000 | -4.9% | 2,078 | 0.0% | 0.13% | +4.7% |
| Q2 2022 | $489,000 | -18.0% | 2,078 | -11.2% | 0.13% | -0.8% |
| Q1 2022 | $596,000 | +7.6% | 2,341 | +12.7% | 0.13% | +4.9% |
| Q4 2021 | $554,000 | +7.8% | 2,078 | 0.0% | 0.12% | -8.3% |
| Q3 2021 | $514,000 | 0.0% | 2,078 | 0.0% | 0.13% | -1.5% |
| Q2 2021 | $514,000 | +8.2% | 2,078 | 0.0% | 0.14% | +3.1% |
| Q1 2021 | $475,000 | +2.2% | 2,078 | 0.0% | 0.13% | -8.4% |
| Q4 2020 | $465,000 | +9.7% | 2,078 | 0.0% | 0.14% | -2.7% |
| Q3 2020 | $424,000 | +6.0% | 2,078 | 0.0% | 0.15% | -2.6% |
| Q2 2020 | $400,000 | +15.9% | 2,078 | 0.0% | 0.15% | -3.2% |
| Q1 2020 | $345,000 | -13.3% | 2,078 | 0.0% | 0.16% | +6.1% |
| Q4 2019 | $398,000 | -19.9% | 2,078 | -29.8% | 0.15% | -26.1% |
| Q3 2019 | $497,000 | -3.5% | 2,962 | 0.0% | 0.20% | -7.4% |
| Q2 2019 | $515,000 | +11.5% | 2,962 | +10.6% | 0.22% | +12.6% |
| Q1 2019 | $462,000 | +7.4% | 2,677 | 0.0% | 0.19% | -7.7% |
| Q4 2018 | $430,000 | – | 2,677 | – | 0.21% | – |
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% |