VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 553 filers reported holding VANGUARD WORLD FDS in Q1 2020. The put-call ratio across all filers is 1.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $71,178 | -3.1% | 300 | 0.0% | 0.03% | +6.7% |
| Q2 2023 | $73,446 | +2.7% | 300 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $71,538 | -3.9% | 300 | 0.0% | 0.03% | -6.2% |
| Q4 2022 | $74,415 | +11.1% | 300 | 0.0% | 0.03% | +3.2% |
| Q3 2022 | $67,000 | -5.6% | 300 | 0.0% | 0.03% | +6.9% |
| Q2 2022 | $71,000 | -6.6% | 300 | 0.0% | 0.03% | +7.4% |
| Q1 2022 | $76,000 | -5.0% | 300 | 0.0% | 0.03% | +3.8% |
| Q4 2021 | $80,000 | +8.1% | 300 | 0.0% | 0.03% | +8.3% |
| Q3 2021 | $74,000 | 0.0% | 300 | 0.0% | 0.02% | -4.0% |
| Q2 2021 | $74,000 | +10.4% | 300 | 0.0% | 0.02% | +4.2% |
| Q4 2020 | $67,000 | +9.8% | 300 | 0.0% | 0.02% | -4.0% |
| Q3 2020 | $61,000 | +5.2% | 300 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $58,000 | +16.0% | 300 | 0.0% | 0.02% | +4.2% |
| Q1 2020 | $50,000 | – | 300 | – | 0.02% | – |
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% |