VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 325 filers reported holding VANGUARD WORLD FDS in Q2 2017. The put-call ratio across all filers is 0.96 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $370,420 | -4.5% | 1,553 | -0.6% | 0.03% | -16.2% |
| Q4 2022 | $387,804 | +15.4% | 1,563 | +4.1% | 0.04% | -7.5% |
| Q3 2022 | $336,000 | -8.9% | 1,501 | -4.2% | 0.04% | -7.0% |
| Q2 2022 | $369,000 | -15.0% | 1,566 | -8.2% | 0.04% | -2.3% |
| Q1 2022 | $434,000 | -47.3% | 1,705 | -44.9% | 0.04% | -47.0% |
| Q4 2021 | $824,000 | +5.4% | 3,092 | -2.2% | 0.08% | +6.4% |
| Q3 2021 | $782,000 | +16.2% | 3,163 | +16.2% | 0.08% | +16.4% |
| Q2 2021 | $673,000 | +54.4% | 2,723 | +42.7% | 0.07% | +45.7% |
| Q1 2021 | $436,000 | +8.7% | 1,908 | +6.4% | 0.05% | -4.2% |
| Q4 2020 | $401,000 | +20.8% | 1,794 | +10.2% | 0.05% | +4.3% |
| Q3 2020 | $332,000 | +19.0% | 1,628 | +12.3% | 0.05% | +7.0% |
| Q2 2020 | $279,000 | +310.3% | 1,450 | +282.6% | 0.04% | +186.7% |
| Q3 2018 | $68,000 | +9.7% | 379 | -6.7% | 0.02% | 0.0% |
| Q1 2018 | $62,000 | 0.0% | 406 | +0.2% | 0.02% | 0.0% |
| Q4 2017 | $62,000 | +1.6% | 405 | +0.7% | 0.02% | -6.2% |
| Q3 2017 | $61,000 | +3.4% | 402 | +0.2% | 0.02% | 0.0% |
| Q2 2017 | $59,000 | +15.7% | 401 | +0.2% | 0.02% | 0.0% |
| Q1 2017 | $51,000 | 0.0% | 400 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $51,000 | -3.8% | 400 | +0.5% | 0.02% | -5.9% |
| Q3 2016 | $53,000 | +1.9% | 398 | +0.3% | 0.02% | -5.6% |
| Q2 2016 | $52,000 | +1200.0% | 397 | +1223.3% | 0.02% | +800.0% |
| Q1 2016 | $4,000 | 0.0% | 30 | 0.0% | 0.00% | -50.0% |
| Q4 2015 | $4,000 | 0.0% | 30 | 0.0% | 0.00% | +100.0% |
| Q3 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% |