VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 608 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 0.48 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,289,670 | +562.5% | 52,274 | +589.9% | 0.54% | +523.0% |
| Q2 2023 | $1,855,027 | +4.0% | 7,577 | +1.3% | 0.09% | -26.9% |
| Q1 2023 | $1,782,952 | -1.0% | 7,477 | +3.0% | 0.12% | -7.0% |
| Q4 2022 | $1,800,648 | +13.7% | 7,259 | +2.5% | 0.13% | 0.0% |
| Q3 2022 | $1,584,000 | +375.7% | 7,081 | +401.1% | 0.13% | +312.9% |
| Q2 2022 | $333,000 | -2.9% | 1,413 | +4.8% | 0.03% | +10.7% |
| Q1 2022 | $343,000 | -18.5% | 1,348 | -14.7% | 0.03% | -36.4% |
| Q4 2021 | $421,000 | +24.2% | 1,580 | +15.1% | 0.04% | +12.8% |
| Q3 2021 | $339,000 | -3.4% | 1,373 | -3.4% | 0.04% | -7.1% |
| Q2 2021 | $351,000 | +8.0% | 1,421 | +0.1% | 0.04% | -2.3% |
| Q1 2021 | $325,000 | -4.1% | 1,419 | -6.3% | 0.04% | -2.3% |
| Q4 2020 | $339,000 | +7.3% | 1,515 | -2.2% | 0.04% | -12.0% |
| Q3 2020 | $316,000 | +6.0% | 1,549 | +0.3% | 0.05% | -2.0% |
| Q2 2020 | $298,000 | +5.7% | 1,545 | -9.1% | 0.05% | -17.7% |
| Q1 2020 | $282,000 | -22.3% | 1,700 | -10.3% | 0.06% | +6.9% |
| Q4 2019 | $363,000 | +13.4% | 1,896 | -0.8% | 0.06% | +5.5% |
| Q3 2019 | $320,000 | – | 1,911 | – | 0.06% | – |
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% |