VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 479 filers reported holding VANGUARD WORLD FDS in Q1 2019. The put-call ratio across all filers is 0.72 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $440,812 | -4.0% | 1,875 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $459,037 | -11.5% | 1,875 | -13.8% | 0.04% | -16.3% |
| Q1 2023 | $518,888 | -3.9% | 2,176 | 0.0% | 0.05% | -10.9% |
| Q4 2022 | $539,756 | -99.9% | 2,176 | 0.0% | 0.06% | +1.9% |
| Q3 2022 | $486,771,000 | -5.0% | 2,176 | 0.0% | 0.05% | -3.6% |
| Q2 2022 | $512,448,000 | -7.4% | 2,176 | 0.0% | 0.06% | +5.7% |
| Q1 2022 | $553,530,000 | +31.8% | 2,176 | +38.1% | 0.05% | +35.9% |
| Q4 2021 | $419,877,000 | +7.8% | 1,576 | 0.0% | 0.04% | +5.4% |
| Q3 2021 | $389,524,000 | +0.0% | 1,576 | 0.0% | 0.04% | -2.6% |
| Q2 2021 | $389,476,000 | +5.9% | 1,576 | -2.0% | 0.04% | 0.0% |
| Q1 2021 | $367,830,000 | +2.2% | 1,608 | 0.0% | 0.04% | -7.3% |
| Q4 2020 | $359,757,000 | +18.0% | 1,608 | +7.6% | 0.04% | +5.1% |
| Q3 2020 | $304,776,000 | +5.9% | 1,494 | 0.0% | 0.04% | 0.0% |
| Q2 2020 | $287,819,000 | +1256.4% | 1,494 | +1124.6% | 0.04% | +1200.0% |
| Q2 2019 | $21,220,000 | +0.8% | 122 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $21,042,000 | +3.2% | 122 | +8.0% | 0.00% | 0.0% |
| Q3 2018 | $20,386,000 | +13.4% | 113 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $17,983,000 | +105682.4% | 113 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $17,000 | – | 113 | – | 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% |