VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 591 filers reported holding VANGUARD WORLD FDS in Q2 2020. The put-call ratio across all filers is 0.82 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,637,169 | +28.9% | 15,471 | +34.2% | 2.30% | +26.0% |
| Q2 2023 | $2,821,833 | +7.2% | 11,526 | +4.4% | 1.83% | -1.2% |
| Q1 2023 | $2,633,351 | -3.8% | 11,043 | +0.1% | 1.85% | -9.7% |
| Q4 2022 | $2,736,290 | +8.8% | 11,031 | -1.8% | 2.05% | +1.9% |
| Q3 2022 | $2,514,000 | -2.5% | 11,238 | +2.6% | 2.01% | +2.9% |
| Q2 2022 | $2,579,000 | -59.0% | 10,953 | -61.1% | 1.95% | -63.0% |
| Q4 2020 | $6,292,000 | +11.5% | 28,121 | +1.7% | 5.28% | -1.7% |
| Q3 2020 | $5,642,000 | +9.0% | 27,658 | +2.9% | 5.38% | +0.1% |
| Q2 2020 | $5,177,000 | +19.6% | 26,877 | +3.1% | 5.37% | +79.0% |
| Q1 2020 | $4,328,000 | -44.6% | 26,064 | -36.1% | 3.00% | -41.3% |
| Q4 2019 | $7,818,000 | +14.4% | 40,774 | +0.1% | 5.11% | +5.1% |
| Q3 2019 | $6,833,000 | -16.4% | 40,751 | -13.2% | 4.87% | -4.5% |
| Q2 2019 | $8,170,000 | -13.4% | 46,975 | -14.1% | 5.10% | +0.8% |
| Q1 2019 | $9,432,000 | +8.8% | 54,686 | +1.3% | 5.05% | -3.5% |
| Q4 2018 | $8,673,000 | -6.1% | 54,006 | +5.5% | 5.24% | -6.0% |
| Q3 2018 | $9,235,000 | +18.5% | 51,194 | +4.5% | 5.58% | +12.6% |
| Q2 2018 | $7,794,000 | +8.7% | 48,976 | +4.9% | 4.95% | +13.8% |
| Q1 2018 | $7,168,000 | +11.1% | 46,689 | +11.5% | 4.35% | +11.6% |
| Q4 2017 | $6,452,000 | +6.3% | 41,859 | +5.0% | 3.90% | +1.5% |
| Q3 2017 | $6,070,000 | +3.9% | 39,863 | +0.6% | 3.84% | -0.3% |
| Q2 2017 | $5,840,000 | +21.8% | 39,632 | +13.9% | 3.85% | +24.4% |
| Q1 2017 | $4,793,000 | +12.0% | 34,781 | +3.0% | 3.09% | +6.6% |
| Q4 2016 | $4,280,000 | -5.8% | 33,762 | -1.3% | 2.90% | +3.9% |
| Q3 2016 | $4,544,000 | +4.8% | 34,196 | +2.9% | 2.79% | +4.1% |
| Q2 2016 | $4,337,000 | +1.7% | 33,239 | -3.9% | 2.68% | -3.5% |
| Q1 2016 | $4,264,000 | -3.0% | 34,587 | +4.5% | 2.78% | -4.1% |
| Q4 2015 | $4,396,000 | +26.4% | 33,085 | +16.6% | 2.90% | +26.9% |
| Q3 2015 | $3,478,000 | -4.4% | 28,386 | +9.2% | 2.28% | +4.8% |
| Q2 2015 | $3,637,000 | +28.2% | 25,992 | +24.2% | 2.18% | +27.1% |
| Q1 2015 | $2,836,000 | +54.0% | 20,929 | +42.7% | 1.71% | +63.4% |
| Q4 2014 | $1,842,000 | +50.2% | 14,666 | +39.9% | 1.05% | +64.8% |
| Q3 2014 | $1,226,000 | +108.9% | 10,483 | +99.3% | 0.64% | +112.7% |
| Q2 2014 | $587,000 | +2695.2% | 5,260 | +2530.0% | 0.30% | +2618.2% |
| Q1 2014 | $21,000 | +250.0% | 200 | +233.3% | 0.01% | +120.0% |
| Q4 2013 | $6,000 | 0.0% | 60 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $6,000 | +20.0% | 60 | 0.0% | 0.01% | +25.0% |
| Q2 2013 | $5,000 | – | 60 | – | 0.00% | – |
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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% |