VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 403 filers reported holding VANGUARD WORLD FDS in Q2 2018. The put-call ratio across all filers is 0.32 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,090,000 | -4.5% | 4,284 | 0.0% | 0.12% | +20.4% |
| Q4 2021 | $1,141,000 | +7.7% | 4,284 | 0.0% | 0.10% | -3.9% |
| Q3 2021 | $1,059,000 | +5.0% | 4,284 | +4.9% | 0.10% | -35.8% |
| Q2 2021 | $1,009,000 | +8.0% | 4,084 | 0.0% | 0.16% | -15.4% |
| Q1 2021 | $934,000 | +2.2% | 4,084 | 0.0% | 0.19% | -3.1% |
| Q4 2020 | $914,000 | +9.7% | 4,084 | 0.0% | 0.19% | -9.3% |
| Q3 2020 | $833,000 | +5.8% | 4,084 | 0.0% | 0.21% | -0.9% |
| Q2 2020 | $787,000 | +16.1% | 4,084 | 0.0% | 0.22% | +3.3% |
| Q1 2020 | $678,000 | +5.0% | 4,084 | +21.2% | 0.21% | +31.4% |
| Q4 2019 | $646,000 | +14.3% | 3,369 | 0.0% | 0.16% | +3.9% |
| Q3 2019 | $565,000 | -3.6% | 3,369 | 0.0% | 0.15% | -14.5% |
| Q2 2019 | $586,000 | +0.9% | 3,369 | 0.0% | 0.18% | -8.7% |
| Q1 2019 | $581,000 | +7.4% | 3,369 | 0.0% | 0.20% | -1.0% |
| Q4 2018 | $541,000 | -11.0% | 3,369 | 0.0% | 0.20% | -4.8% |
| Q3 2018 | $608,000 | +13.4% | 3,369 | 0.0% | 0.21% | +10.6% |
| Q2 2018 | $536,000 | +29.5% | 3,369 | +24.9% | 0.19% | +27.0% |
| Q1 2018 | $414,000 | – | 2,697 | – | 0.15% | – |
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% |