VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 245 filers reported holding VANGUARD WORLD FDS in Q1 2016. The put-call ratio across all filers is 0.44 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $622,000 | +9.1% | 2,519 | +9.1% | 0.04% | +9.4% |
| Q2 2021 | $570,000 | +25.6% | 2,309 | +16.3% | 0.03% | +14.3% |
| Q1 2021 | $454,000 | +2.3% | 1,985 | 0.0% | 0.03% | -6.7% |
| Q4 2020 | $444,000 | +14.7% | 1,985 | +4.4% | 0.03% | 0.0% |
| Q3 2020 | $387,000 | +5.7% | 1,901 | +0.1% | 0.03% | -3.2% |
| Q2 2020 | $366,000 | +192.8% | 1,900 | +150.7% | 0.03% | +158.3% |
| Q1 2020 | $125,000 | -26.5% | 758 | -14.7% | 0.01% | -14.3% |
| Q4 2019 | $170,000 | +6.2% | 889 | -7.3% | 0.01% | 0.0% |
| Q3 2019 | $160,000 | -24.2% | 959 | -21.1% | 0.01% | -22.2% |
| Q2 2019 | $211,000 | +1658.3% | 1,216 | +1662.3% | 0.02% | +1700.0% |
| Q1 2019 | $12,000 | +9.1% | 69 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $11,000 | -35.3% | 69 | -49.3% | 0.00% | -50.0% |
| Q4 2016 | $17,000 | -5.6% | 136 | 0.0% | 0.00% | -33.3% |
| Q3 2016 | $18,000 | +5.9% | 136 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $17,000 | -67.9% | 136 | -68.8% | 0.00% | -70.0% |
| Q1 2016 | $53,000 | +3.9% | 436 | +13.0% | 0.01% | -9.1% |
| Q4 2015 | $51,000 | -16.4% | 386 | -20.6% | 0.01% | -21.4% |
| Q3 2015 | $61,000 | -26.5% | 486 | -17.8% | 0.01% | -26.3% |
| Q2 2015 | $83,000 | +196.4% | 591 | +188.3% | 0.02% | +58.3% |
| Q1 2015 | $28,000 | +7.7% | 205 | 0.0% | 0.01% | -29.4% |
| Q4 2014 | $26,000 | -38.1% | 205 | -39.9% | 0.02% | +30.8% |
| Q3 2014 | $42,000 | +180.0% | 341 | +150.7% | 0.01% | +225.0% |
| Q2 2014 | $15,000 | 0.0% | 136 | 0.0% | 0.00% | -20.0% |
| Q1 2014 | $15,000 | +15.4% | 136 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $13,000 | +8.3% | 136 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $12,000 | +9.1% | 136 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $11,000 | – | 136 | – | 0.01% | – |
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% |