VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 311 filers reported holding VANGUARD WORLD FDS in Q1 2017. The put-call ratio across all filers is 0.50 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,350 | -0.6% | 10,122 | +2.3% | 0.20% | -1.0% |
| Q2 2023 | $2,365 | +9.6% | 9,892 | +7.9% | 0.20% | +1.0% |
| Q1 2023 | $2,157 | +4.2% | 9,170 | +7.1% | 0.20% | -4.8% |
| Q4 2022 | $2,071 | -99.9% | 8,566 | +9.2% | 0.21% | +10.5% |
| Q3 2022 | $1,728,000 | +2.0% | 7,843 | +7.0% | 0.19% | -24.6% |
| Q2 2022 | $1,694,000 | +1646.4% | 7,331 | +1809.1% | 0.25% | +2190.9% |
| Q1 2022 | $97,000 | -4.9% | 384 | 0.0% | 0.01% | -8.3% |
| Q4 2021 | $102,000 | +37.8% | 384 | +28.0% | 0.01% | +20.0% |
| Q3 2021 | $74,000 | 0.0% | 300 | 0.0% | 0.01% | -9.1% |
| Q2 2021 | $74,000 | +516.7% | 300 | +383.9% | 0.01% | +266.7% |
| Q2 2020 | $12,000 | +20.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $10,000 | -16.7% | 62 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $12,000 | +20.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $10,000 | -9.1% | 62 | 0.0% | 0.00% | -25.0% |
| Q2 2019 | $11,000 | -99.6% | 62 | -99.6% | 0.00% | -99.5% |
| Q1 2019 | $2,476,000 | +7.4% | 14,355 | 0.0% | 0.86% | -8.9% |
| Q4 2018 | $2,305,000 | -11.8% | 14,355 | -0.9% | 0.95% | -3.7% |
| Q3 2018 | $2,613,000 | +13.3% | 14,489 | 0.0% | 0.98% | +24.6% |
| Q2 2018 | $2,307,000 | +22970.0% | 14,489 | +23269.4% | 0.79% | +15660.0% |
| Q1 2018 | $10,000 | 0.0% | 62 | 0.0% | 0.01% | +25.0% |
| Q4 2017 | $10,000 | +11.1% | 62 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $9,000 | 0.0% | 62 | 0.0% | 0.00% | -20.0% |
| Q2 2017 | $9,000 | 0.0% | 62 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $9,000 | +12.5% | 62 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $8,000 | -99.6% | 62 | -99.6% | 0.01% | -99.6% |
| Q3 2016 | $2,223,000 | +6.2% | 16,725 | +4.3% | 1.40% | -3.5% |
| Q2 2016 | $2,094,000 | – | 16,036 | – | 1.46% | – |
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% |