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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,746,546 | +97.8% | 7,134 | +100.0% | 0.01% | -6.7% |
| Q1 2023 | $882,859 | -0.2% | 3,567 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $884,794 | +9.4% | 3,567 | 0.0% | 0.02% | +7.1% |
| Q3 2022 | $809,000 | -3.7% | 3,567 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $840,000 | -8.2% | 3,567 | -0.8% | 0.01% | 0.0% |
| Q1 2022 | $915,000 | -4.5% | 3,597 | 0.0% | 0.01% | -12.5% |
| Q4 2021 | $958,000 | +8.6% | 3,597 | +0.8% | 0.02% | +14.3% |
| Q3 2021 | $882,000 | -50.0% | 3,567 | -50.0% | 0.01% | -39.1% |
| Q2 2021 | $1,764,000 | +116.2% | 7,134 | +100.0% | 0.02% | 0.0% |
| Q1 2021 | $816,000 | +12.1% | 3,567 | 0.0% | 0.02% | -36.1% |
| Q3 2020 | $728,000 | +6.0% | 3,567 | 0.0% | 0.04% | -12.2% |
| Q2 2020 | $687,000 | +16.0% | 3,567 | 0.0% | 0.04% | -6.8% |
| Q1 2020 | $592,000 | -13.5% | 3,567 | 0.0% | 0.04% | -12.0% |
| Q4 2019 | $684,000 | +15.3% | 3,567 | 0.0% | 0.05% | +16.3% |
| Q3 2019 | $593,000 | -3.6% | 3,567 | 0.0% | 0.04% | +26.5% |
| Q1 2019 | $615,000 | -4.2% | 3,567 | 0.0% | 0.03% | +9.7% |
| Q3 2018 | $642,000 | -69.0% | 3,567 | 0.0% | 0.03% | -66.7% |
| Q2 2018 | $2,072,000 | – | 3,567 | – | 0.09% | – |
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% |