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 | $120,864 | -3.9% | 514 | 0.0% | 0.04% | -2.6% |
| Q2 2023 | $125,759 | +2.7% | 514 | 0.0% | 0.04% | +5.6% |
| Q1 2023 | $122,492 | -3.8% | 514 | +0.2% | 0.04% | -10.0% |
| Q4 2022 | $127,328 | -45.4% | 513 | -50.8% | 0.04% | -45.2% |
| Q3 2022 | $233,000 | -13.4% | 1,042 | -8.8% | 0.07% | -8.8% |
| Q2 2022 | $269,000 | -7.6% | 1,142 | 0.0% | 0.08% | +6.7% |
| Q1 2022 | $291,000 | +78.5% | 1,142 | +86.6% | 0.08% | +87.5% |
| Q4 2021 | $163,000 | +7.9% | 612 | +0.2% | 0.04% | +2.6% |
| Q3 2021 | $151,000 | 0.0% | 611 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $151,000 | +7.9% | 611 | +0.2% | 0.04% | 0.0% |
| Q1 2021 | $140,000 | -11.9% | 610 | -14.1% | 0.04% | -15.2% |
| Q4 2020 | $159,000 | +9.7% | 710 | 0.0% | 0.05% | -9.8% |
| Q3 2020 | $145,000 | +5.8% | 710 | 0.0% | 0.05% | -3.8% |
| Q2 2020 | $137,000 | +16.1% | 710 | +0.1% | 0.05% | -1.9% |
| Q1 2020 | $118,000 | -13.2% | 709 | 0.0% | 0.05% | +12.5% |
| Q4 2019 | $136,000 | +14.3% | 709 | +0.1% | 0.05% | +2.1% |
| Q3 2019 | $119,000 | -3.3% | 708 | 0.0% | 0.05% | 0.0% |
| Q2 2019 | $123,000 | +0.8% | 708 | +0.1% | 0.05% | -7.8% |
| Q1 2019 | $122,000 | +8.0% | 707 | 0.0% | 0.05% | -10.5% |
| Q4 2018 | $113,000 | +494.7% | 707 | +567.0% | 0.06% | +612.5% |
| Q3 2018 | $19,000 | +11.8% | 106 | +1.0% | 0.01% | 0.0% |
| Q2 2018 | $17,000 | +6.2% | 105 | 0.0% | 0.01% | +14.3% |
| Q1 2018 | $16,000 | +300.0% | 105 | +250.0% | 0.01% | +133.3% |
| Q3 2015 | $4,000 | 0.0% | 30 | 0.0% | 0.00% | +50.0% |
| Q2 2015 | $4,000 | – | 30 | – | 0.00% | – |
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% |