VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 229 filers reported holding VANGUARD WORLD FDS in Q3 2015. The put-call ratio across all filers is 1.34 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $208,769 | -4.0% | 888 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $217,400 | +2.7% | 888 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $211,752 | -3.9% | 888 | 0.0% | 0.00% | -20.0% |
| Q4 2022 | $220,268 | +5.4% | 888 | 0.0% | 0.01% | +25.0% |
| Q2 2022 | $209,000 | +4.5% | 888 | +12.7% | 0.00% | 0.0% |
| Q1 2022 | $200,000 | -4.8% | 788 | 0.0% | 0.00% | +33.3% |
| Q4 2021 | $210,000 | -49.6% | 788 | -53.3% | 0.00% | -62.5% |
| Q2 2021 | $417,000 | +8.0% | 1,688 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $386,000 | +2.1% | 1,688 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $378,000 | +68.8% | 1,688 | +29.8% | 0.01% | +14.3% |
| Q1 2019 | $224,000 | +7.2% | 1,300 | 0.0% | 0.01% | -12.5% |
| Q4 2018 | $209,000 | +93.5% | 1,300 | +85.7% | 0.01% | +100.0% |
| Q4 2017 | $108,000 | +0.9% | 700 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $107,000 | +3.9% | 700 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $103,000 | +7.3% | 700 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $96,000 | +7.9% | 700 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $89,000 | -4.3% | 700 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $93,000 | +2.2% | 700 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $91,000 | +5.8% | 700 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $86,000 | -7.5% | 700 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $93,000 | +8.1% | 700 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $86,000 | -12.2% | 700 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $98,000 | +3.2% | 700 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $95,000 | – | 700 | – | 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% |