VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 562 filers reported holding VANGUARD WORLD FDS in Q4 2019. The put-call ratio across all filers is 0.67 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $338,779 | -4.0% | 1,441 | 0.0% | 0.13% | +0.8% |
| Q2 2023 | $352,786 | +2.7% | 1,441 | 0.0% | 0.13% | -3.8% |
| Q1 2023 | $343,621 | +95616.2% | 1,441 | -0.6% | 0.13% | -8.4% |
| Q4 2022 | $359 | -99.9% | 1,449 | +3.4% | 0.14% | +2.9% |
| Q3 2022 | $313,000 | -8.5% | 1,401 | -3.4% | 0.14% | -1.4% |
| Q2 2022 | $342,000 | -7.8% | 1,451 | -0.5% | 0.14% | +9.3% |
| Q1 2022 | $371,000 | -4.6% | 1,459 | 0.0% | 0.13% | 0.0% |
| Q4 2021 | $389,000 | +7.8% | 1,459 | 0.0% | 0.13% | -1.5% |
| Q3 2021 | $361,000 | +2.8% | 1,459 | +2.8% | 0.13% | +5.6% |
| Q2 2021 | $351,000 | +3.5% | 1,419 | -4.2% | 0.12% | -5.3% |
| Q1 2021 | $339,000 | +2.4% | 1,481 | 0.0% | 0.13% | -6.4% |
| Q4 2020 | $331,000 | +23.5% | 1,481 | +12.5% | 0.14% | +7.7% |
| Q3 2020 | $268,000 | +5.5% | 1,316 | 0.0% | 0.13% | 0.0% |
| Q2 2020 | $254,000 | +17.6% | 1,316 | +1.3% | 0.13% | -7.1% |
| Q1 2020 | $216,000 | -8.1% | 1,299 | +5.9% | 0.14% | +20.7% |
| Q4 2019 | $235,000 | +14.1% | 1,227 | 0.0% | 0.12% | +3.6% |
| Q3 2019 | $206,000 | -3.3% | 1,227 | 0.0% | 0.11% | -5.1% |
| Q2 2019 | $213,000 | +0.5% | 1,227 | 0.0% | 0.12% | -4.8% |
| Q1 2019 | $212,000 | +0.5% | 1,227 | +5.1% | 0.12% | +7.8% |
| Q3 2018 | $211,000 | – | 1,167 | – | 0.12% | – |
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% |