VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 722 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $366,992 | -14.9% | 1,561 | -11.4% | 0.07% | -9.6% |
| Q2 2023 | $431,373 | +0.9% | 1,762 | -1.7% | 0.07% | -6.4% |
| Q1 2023 | $427,559 | -5.9% | 1,793 | -2.1% | 0.08% | -10.3% |
| Q4 2022 | $454,180 | -2.3% | 1,831 | -11.9% | 0.09% | -13.0% |
| Q3 2022 | $465,000 | -9.7% | 2,079 | -4.9% | 0.10% | +5.3% |
| Q2 2022 | $515,000 | +20.0% | 2,185 | +29.7% | 0.10% | +37.7% |
| Q1 2022 | $429,000 | -4.5% | 1,685 | 0.0% | 0.07% | -1.4% |
| Q4 2021 | $449,000 | +7.9% | 1,685 | 0.0% | 0.07% | -1.4% |
| Q3 2021 | $416,000 | 0.0% | 1,685 | 0.0% | 0.07% | -2.7% |
| Q2 2021 | $416,000 | +8.1% | 1,685 | 0.0% | 0.07% | +1.4% |
| Q1 2021 | $385,000 | +2.1% | 1,685 | 0.0% | 0.07% | -11.1% |
| Q4 2020 | $377,000 | +9.6% | 1,685 | 0.0% | 0.08% | -10.0% |
| Q3 2020 | $344,000 | -2.3% | 1,685 | -7.7% | 0.09% | -15.9% |
| Q2 2020 | $352,000 | +16.2% | 1,825 | 0.0% | 0.11% | -11.6% |
| Q1 2020 | $303,000 | -13.4% | 1,825 | 0.0% | 0.12% | +2.5% |
| Q4 2019 | $350,000 | +14.4% | 1,825 | 0.0% | 0.12% | +1.7% |
| Q3 2019 | $306,000 | -3.5% | 1,825 | 0.0% | 0.12% | -6.5% |
| Q2 2019 | $317,000 | +54.6% | 1,825 | +53.4% | 0.12% | +44.2% |
| Q1 2019 | $205,000 | +21.3% | 1,190 | +13.3% | 0.09% | +14.7% |
| Q4 2018 | $169,000 | -10.6% | 1,050 | 0.0% | 0.08% | +7.1% |
| Q3 2018 | $189,000 | +13.2% | 1,050 | 0.0% | 0.07% | +7.7% |
| Q2 2018 | $167,000 | – | 1,050 | – | 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% |