VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 698 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.88 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,136,469 | +19.5% | 13,341 | +24.5% | 1.08% | +18.1% |
| Q2 2023 | $2,623,736 | -13.6% | 10,717 | -15.9% | 0.92% | -19.6% |
| Q1 2023 | $3,037,742 | -8.3% | 12,739 | -4.6% | 1.14% | -13.5% |
| Q4 2022 | $3,312,708 | +0.7% | 13,355 | -9.2% | 1.32% | -6.2% |
| Q3 2022 | $3,290,000 | -34.0% | 14,708 | -29.0% | 1.41% | -27.5% |
| Q2 2022 | $4,986,000 | -7.6% | 20,729 | -2.3% | 1.94% | +6.4% |
| Q1 2022 | $5,396,000 | -6.4% | 21,212 | -2.0% | 1.82% | -6.8% |
| Q4 2021 | $5,767,000 | +5.7% | 21,648 | -1.9% | 1.96% | -0.2% |
| Q3 2021 | $5,455,000 | +1.1% | 22,070 | +2.5% | 1.96% | -1.2% |
| Q2 2021 | $5,393,000 | -22.3% | 21,533 | -26.2% | 1.98% | -28.3% |
| Q1 2021 | $6,940,000 | -1.1% | 29,187 | -7.0% | 2.76% | -13.3% |
| Q4 2020 | $7,018,000 | +4.7% | 31,368 | -1.0% | 3.19% | -1.5% |
| Q3 2020 | $6,701,000 | +7.3% | 31,682 | +0.1% | 3.24% | +1.0% |
| Q2 2020 | $6,247,000 | +20.4% | 31,650 | +0.0% | 3.20% | -12.3% |
| Q1 2020 | $5,188,000 | -18.7% | 31,640 | -4.1% | 3.65% | +22.4% |
| Q4 2019 | $6,384,000 | +11.2% | 32,988 | -4.0% | 2.99% | +5.2% |
| Q3 2019 | $5,739,000 | -7.9% | 34,353 | -5.3% | 2.84% | -33.7% |
| Q2 2019 | $6,229,000 | -5.4% | 36,281 | -4.9% | 4.28% | -1.1% |
| Q1 2019 | $6,583,000 | +194.4% | 38,168 | +174.2% | 4.33% | +99.9% |
| Q4 2018 | $2,236,000 | – | 13,921 | – | 2.16% | – |
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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% |