VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 762 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $203,401 | -3.6% | 820 | -1.3% | 0.03% | +6.2% |
| Q1 2022 | $211,000 | -4.5% | 831 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $221,000 | +7.8% | 831 | 0.0% | 0.03% | -3.0% |
| Q3 2021 | $205,000 | 0.0% | 831 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $205,000 | -49.0% | 831 | -60.1% | 0.03% | -66.3% |
| Q2 2020 | $402,000 | +16.2% | 2,085 | 0.0% | 0.10% | +6.5% |
| Q1 2020 | $346,000 | -13.5% | 2,085 | 0.0% | 0.09% | +8.2% |
| Q4 2019 | $400,000 | +8.7% | 2,085 | -5.0% | 0.08% | +2.4% |
| Q3 2019 | $368,000 | -17.5% | 2,195 | -14.4% | 0.08% | -18.6% |
| Q2 2019 | $446,000 | +0.9% | 2,565 | 0.0% | 0.10% | -1.9% |
| Q1 2019 | $442,000 | +5.7% | 2,565 | -1.3% | 0.10% | -12.6% |
| Q4 2018 | $418,000 | -32.1% | 2,600 | -23.9% | 0.12% | -16.2% |
| Q3 2018 | $616,000 | +63.8% | 3,415 | +44.7% | 0.14% | +36.5% |
| Q2 2018 | $376,000 | +39.8% | 2,360 | +34.9% | 0.10% | +35.1% |
| Q1 2018 | $269,000 | -0.4% | 1,750 | 0.0% | 0.08% | +1.3% |
| Q4 2017 | $270,000 | -46.2% | 1,750 | -46.9% | 0.08% | -44.1% |
| Q3 2017 | $502,000 | +85.9% | 3,293 | +79.9% | 0.14% | +58.1% |
| Q2 2017 | $270,000 | -45.9% | 1,830 | -49.5% | 0.09% | -45.9% |
| Q1 2017 | $499,000 | -18.6% | 3,621 | -25.1% | 0.16% | -18.5% |
| Q4 2016 | $613,000 | -3.3% | 4,837 | +1.4% | 0.20% | -3.9% |
| Q3 2016 | $634,000 | – | 4,772 | – | 0.20% | – |
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% |