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 | $491,165 | -26.8% | 2,089 | -23.8% | 0.03% | -25.0% |
| Q2 2023 | $671,279 | -2.1% | 2,741 | -4.6% | 0.04% | -6.4% |
| Q1 2023 | $685,555 | +9.2% | 2,874 | +13.5% | 0.05% | 0.0% |
| Q4 2022 | $628,062 | +56.6% | 2,532 | +40.9% | 0.05% | +42.4% |
| Q3 2022 | $401,000 | -2.4% | 1,797 | +2.7% | 0.03% | -19.5% |
| Q2 2022 | $411,000 | +25.3% | 1,749 | +35.4% | 0.04% | +46.4% |
| Q1 2022 | $328,000 | -7.6% | 1,292 | -3.3% | 0.03% | -3.4% |
| Q4 2021 | $355,000 | +1009.4% | 1,336 | +904.5% | 0.03% | +866.7% |
| Q3 2021 | $32,000 | 0.0% | 133 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $32,000 | +6.7% | 133 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $30,000 | +3.4% | 133 | 0.0% | 0.00% | -25.0% |
| Q4 2020 | $29,000 | +7.4% | 133 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $27,000 | +8.0% | 133 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $25,000 | +13.6% | 133 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $22,000 | -33.3% | 133 | -23.6% | 0.00% | -20.0% |
| Q4 2019 | $33,000 | +50.0% | 174 | +30.8% | 0.01% | +25.0% |
| Q3 2019 | $22,000 | -4.3% | 133 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $23,000 | +4.5% | 133 | 0.0% | 0.00% | -20.0% |
| Q1 2019 | $22,000 | +4.8% | 133 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $21,000 | -12.5% | 133 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $24,000 | +14.3% | 133 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $21,000 | +5.0% | 133 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $20,000 | -4.8% | 133 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $21,000 | +5.0% | 133 | 0.0% | 0.01% | -28.6% |
| Q3 2017 | $20,000 | 0.0% | 133 | 0.0% | 0.01% | -12.5% |
| Q2 2017 | $20,000 | +11.1% | 133 | 0.0% | 0.01% | +33.3% |
| Q1 2017 | $18,000 | +5.9% | 133 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $17,000 | -5.6% | 133 | 0.0% | 0.01% | -14.3% |
| Q3 2016 | $18,000 | -45.5% | 133 | -50.0% | 0.01% | 0.0% |
| Q2 2016 | $33,000 | +106.2% | 266 | +100.0% | 0.01% | 0.0% |
| Q1 2016 | $16,000 | -11.1% | 133 | 0.0% | 0.01% | -30.0% |
| Q4 2015 | $18,000 | +12.5% | 133 | 0.0% | 0.01% | +11.1% |
| Q3 2015 | $16,000 | -15.8% | 133 | 0.0% | 0.01% | -40.0% |
| Q2 2015 | $19,000 | +5.6% | 133 | 0.0% | 0.02% | +7.1% |
| Q1 2015 | $18,000 | – | 133 | – | 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% |