VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 402 filers reported holding VANGUARD WORLD FDS in Q1 2018. The put-call ratio across all filers is 1.28 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $231,338 | -7.7% | 984 | -3.9% | 0.00% | 0.0% |
| Q2 2023 | $250,696 | +100178.4% | 1,024 | -2.3% | 0.00% | 0.0% |
| Q1 2023 | $250 | +2.5% | 1,048 | +6.5% | 0.00% | 0.0% |
| Q4 2022 | $244 | -99.9% | 984 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $220,000 | -6.8% | 984 | -1.9% | 0.00% | 0.0% |
| Q2 2022 | $236,000 | -13.9% | 1,003 | -7.0% | 0.00% | 0.0% |
| Q1 2022 | $274,000 | +2.2% | 1,078 | +7.3% | 0.00% | 0.0% |
| Q4 2021 | $268,000 | -6.0% | 1,005 | -12.9% | 0.00% | 0.0% |
| Q3 2021 | $285,000 | +6.7% | 1,154 | +7.0% | 0.00% | 0.0% |
| Q2 2021 | $267,000 | +187.1% | 1,079 | +100.2% | 0.00% | +100.0% |
| Q1 2019 | $93,000 | +63.2% | 539 | +50.6% | 0.00% | 0.0% |
| Q4 2018 | $57,000 | -12.3% | 358 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $65,000 | +14.0% | 358 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $57,000 | +3.6% | 358 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $55,000 | 0.0% | 358 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $55,000 | – | 358 | – | 0.00% | – |
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% |