VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 233 filers reported holding VANGUARD WORLD FDS in Q2 2015. The put-call ratio across all filers is 0.51 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $441,641 | -9.0% | 1,879 | -5.1% | 0.01% | -14.3% |
| Q2 2023 | $485,085 | +35.2% | 1,981 | +37.0% | 0.01% | 0.0% |
| Q1 2023 | $358,780 | 0.0% | 1,446 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $358,780 | -14.6% | 1,446 | -23.0% | 0.01% | -22.2% |
| Q3 2022 | $420,000 | -5.0% | 1,877 | -0.1% | 0.01% | 0.0% |
| Q2 2022 | $442,000 | +9.7% | 1,878 | +18.6% | 0.01% | +12.5% |
| Q1 2022 | $403,000 | +50.9% | 1,583 | +57.8% | 0.01% | +60.0% |
| Q4 2021 | $267,000 | -19.6% | 1,003 | -59.9% | 0.01% | -95.5% |
| Q4 2015 | $332,000 | +8.5% | 2,502 | +0.4% | 0.11% | +2.8% |
| Q3 2015 | $306,000 | -11.6% | 2,493 | +0.9% | 0.11% | -4.4% |
| Q2 2015 | $346,000 | +3.3% | 2,470 | 0.0% | 0.11% | -10.3% |
| Q1 2015 | $335,000 | +8.1% | 2,470 | 0.0% | 0.13% | +5.0% |
| Q4 2014 | $310,000 | – | 2,470 | – | 0.12% | – |
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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% |