VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 385 filers reported holding VANGUARD WORLD FDS in Q4 2017. The put-call ratio across all filers is 0.40 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $345,747 | -12.7% | 1,471 | -9.1% | 0.02% | -10.7% |
| Q2 2023 | $396,038 | +40.4% | 1,618 | +42.3% | 0.03% | +27.3% |
| Q4 2022 | $282,033 | -11.9% | 1,137 | -42.9% | 0.02% | -50.0% |
| Q4 2018 | $320,000 | -10.9% | 1,991 | 0.0% | 0.04% | -2.2% |
| Q3 2018 | $359,000 | +13.2% | 1,991 | 0.0% | 0.04% | +4.7% |
| Q2 2018 | $317,000 | +3.6% | 1,991 | 0.0% | 0.04% | +4.9% |
| Q1 2018 | $306,000 | -0.3% | 1,991 | 0.0% | 0.04% | -6.8% |
| Q4 2017 | $307,000 | – | 1,991 | – | 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% |