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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $312,000 | +8.0% | 1,171 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $289,000 | 0.0% | 1,171 | 0.0% | 0.01% | -6.7% |
| Q2 2021 | $289,000 | -4.6% | 1,171 | -11.7% | 0.02% | -11.8% |
| Q1 2021 | $303,000 | -75.0% | 1,326 | -75.6% | 0.02% | -77.0% |
| Q4 2020 | $1,214,000 | +1.9% | 5,427 | -7.1% | 0.07% | -10.8% |
| Q3 2020 | $1,191,000 | -20.6% | 5,839 | -25.0% | 0.08% | -33.1% |
| Q2 2020 | $1,500,000 | +1.4% | 7,787 | -12.6% | 0.12% | -22.0% |
| Q1 2020 | $1,480,000 | -17.9% | 8,908 | -5.3% | 0.16% | +28.2% |
| Q4 2019 | $1,803,000 | +14.3% | 9,403 | 0.0% | 0.12% | +11.7% |
| Q3 2019 | $1,577,000 | -5.9% | 9,403 | -2.3% | 0.11% | -11.2% |
| Q2 2019 | $1,675,000 | +0.9% | 9,627 | 0.0% | 0.12% | -6.0% |
| Q1 2019 | $1,660,000 | +16.1% | 9,627 | +8.1% | 0.13% | -21.3% |
| Q4 2018 | $1,430,000 | +84.5% | 8,905 | +107.3% | 0.17% | +141.4% |
| Q3 2018 | $775,000 | +11.7% | 4,295 | -1.5% | 0.07% | +6.1% |
| Q2 2018 | $694,000 | +13.2% | 4,360 | +9.1% | 0.07% | +1.5% |
| Q1 2018 | $613,000 | -5.1% | 3,995 | -4.6% | 0.06% | -38.1% |
| Q4 2017 | $646,000 | +0.2% | 4,188 | -1.1% | 0.10% | -4.5% |
| Q3 2017 | $645,000 | +3.4% | 4,233 | 0.0% | 0.11% | -5.2% |
| Q2 2017 | $624,000 | +7.0% | 4,233 | 0.0% | 0.12% | +6.4% |
| Q1 2017 | $583,000 | -8.8% | 4,233 | -16.1% | 0.11% | -26.4% |
| Q4 2016 | $639,000 | – | 5,043 | – | 0.15% | – |
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% |