VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 591 filers reported holding VANGUARD WORLD FDS in Q2 2020. The put-call ratio across all filers is 0.82 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $384,000 | -7.2% | 1,629 | 0.0% | 0.12% | +46.8% |
| Q1 2022 | $414,000 | -0.7% | 1,629 | +4.2% | 0.08% | +2.6% |
| Q4 2021 | $417,000 | -1.2% | 1,564 | -8.3% | 0.08% | +6.9% |
| Q3 2021 | $422,000 | 0.0% | 1,706 | 0.0% | 0.07% | -4.0% |
| Q2 2021 | $422,000 | +9.6% | 1,706 | +1.5% | 0.08% | -3.8% |
| Q1 2021 | $385,000 | +2.4% | 1,681 | 0.0% | 0.08% | -6.0% |
| Q4 2020 | $376,000 | +9.6% | 1,681 | 0.0% | 0.08% | -9.8% |
| Q3 2020 | $343,000 | +5.9% | 1,681 | 0.0% | 0.09% | -11.5% |
| Q2 2020 | $324,000 | -27.8% | 1,681 | -37.8% | 0.10% | -41.9% |
| Q1 2020 | $449,000 | -13.3% | 2,703 | 0.0% | 0.18% | +3.5% |
| Q4 2019 | $518,000 | +20.7% | 2,703 | +5.5% | 0.17% | +8.1% |
| Q3 2019 | $429,000 | +79.5% | 2,561 | +65.2% | 0.16% | +24.0% |
| Q4 2017 | $239,000 | +1.3% | 1,550 | 0.0% | 0.13% | -3.7% |
| Q3 2017 | $236,000 | +3.5% | 1,550 | 0.0% | 0.13% | -2.2% |
| Q2 2017 | $228,000 | – | 1,550 | – | 0.14% | – |
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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% |