VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 465 filers reported holding VANGUARD WORLD FDS in Q3 2019. The put-call ratio across all filers is 0.82 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,685,540 | -39.6% | 7,169 | -36.3% | 0.00% | -55.6% |
| Q4 2022 | $2,792,051 | +9.9% | 11,256 | -0.9% | 0.01% | +28.6% |
| Q3 2022 | $2,540,000 | -4.9% | 11,355 | +0.1% | 0.01% | 0.0% |
| Q2 2022 | $2,671,000 | -15.4% | 11,343 | -8.6% | 0.01% | 0.0% |
| Q1 2022 | $3,158,000 | -14.3% | 12,413 | -10.2% | 0.01% | -12.5% |
| Q4 2021 | $3,684,000 | +8.4% | 13,826 | +0.5% | 0.01% | 0.0% |
| Q3 2021 | $3,398,000 | +0.5% | 13,751 | +0.5% | 0.01% | 0.0% |
| Q2 2021 | $3,382,000 | +19.2% | 13,685 | +10.4% | 0.01% | +14.3% |
| Q1 2021 | $2,837,000 | +3.4% | 12,400 | +1.1% | 0.01% | 0.0% |
| Q4 2020 | $2,744,000 | +9.7% | 12,263 | 0.0% | 0.01% | -12.5% |
| Q3 2020 | $2,501,000 | +5.1% | 12,263 | -0.7% | 0.01% | -33.3% |
| Q2 2020 | $2,380,000 | +25.2% | 12,352 | +7.9% | 0.01% | +50.0% |
| Q1 2020 | $1,901,000 | -11.9% | 11,445 | +1.7% | 0.01% | +14.3% |
| Q4 2019 | $2,159,000 | +14.4% | 11,259 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $1,888,000 | +1330.3% | 11,259 | +1254.9% | 0.01% | +600.0% |
| Q2 2018 | $132,000 | +3.1% | 831 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $128,000 | -10.5% | 831 | -10.6% | 0.00% | 0.0% |
| Q4 2017 | $143,000 | – | 930 | – | 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% |