VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 722 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,898 | -69.3% | 139 | -68.2% | 0.00% | -75.0% |
| Q2 2023 | $107,090 | -17.8% | 437 | -20.0% | 0.00% | -20.0% |
| Q1 2023 | $130,301 | -28.2% | 546 | -25.3% | 0.01% | -28.6% |
| Q4 2022 | $181,566 | +9.4% | 731 | -1.7% | 0.01% | 0.0% |
| Q3 2022 | $166,000 | -5.1% | 744 | -0.7% | 0.01% | +16.7% |
| Q2 2022 | $175,000 | +130.3% | 749 | +151.3% | 0.01% | +50.0% |
| Q1 2022 | $76,000 | -43.3% | 298 | -40.9% | 0.00% | 0.0% |
| Q4 2021 | $134,000 | -27.2% | 504 | -32.7% | 0.00% | -33.3% |
| Q3 2021 | $184,000 | +17.9% | 749 | +17.8% | 0.01% | -25.0% |
| Q2 2021 | $156,000 | +5.4% | 636 | -2.8% | 0.01% | -11.1% |
| Q1 2021 | $148,000 | +516.7% | 654 | +500.0% | 0.01% | +350.0% |
| Q4 2020 | $24,000 | +9.1% | 109 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $22,000 | -4.3% | 109 | -12.1% | 0.00% | 0.0% |
| Q2 2020 | $23,000 | +27.8% | 124 | +13.8% | 0.00% | 0.0% |
| Q1 2020 | $18,000 | -76.3% | 109 | -75.2% | 0.00% | -66.7% |
| Q1 2019 | $76,000 | +7.0% | 440 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $71,000 | -10.1% | 440 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $79,000 | +12.9% | 440 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $70,000 | +2.9% | 440 | 0.0% | 0.01% | -14.3% |
| Q1 2018 | $68,000 | 0.0% | 440 | 0.0% | 0.01% | +16.7% |
| Q4 2017 | $68,000 | +1.5% | 440 | 0.0% | 0.01% | -14.3% |
| Q3 2017 | $67,000 | +3.1% | 440 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $65,000 | +1.6% | 440 | -4.8% | 0.01% | 0.0% |
| Q1 2017 | $64,000 | +10.3% | 462 | +5.0% | 0.01% | 0.0% |
| Q4 2016 | $58,000 | 0.0% | 440 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $58,000 | +1.8% | 440 | 0.0% | 0.01% | -12.5% |
| Q2 2016 | $57,000 | -3.4% | 440 | -8.7% | 0.01% | +14.3% |
| Q1 2016 | $59,000 | -7.8% | 482 | 0.0% | 0.01% | -36.4% |
| Q4 2015 | $64,000 | +8.5% | 482 | 0.0% | 0.01% | +22.2% |
| Q3 2015 | $59,000 | -11.9% | 482 | 0.0% | 0.01% | -10.0% |
| Q2 2015 | $67,000 | +3.1% | 482 | 0.0% | 0.01% | +11.1% |
| Q1 2015 | $65,000 | +16.1% | 482 | +8.3% | 0.01% | 0.0% |
| Q4 2014 | $56,000 | – | 445 | – | 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% |