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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $4,677 | -3.7% | 19,613 | +0.1% | 0.08% | -15.6% |
| Q4 2022 | $4,859 | -99.9% | 19,587 | +5.0% | 0.10% | -1.0% |
| Q3 2022 | $4,175,000 | -4.8% | 18,661 | +0.2% | 0.10% | 0.0% |
| Q2 2022 | $4,385,000 | -7.5% | 18,620 | -0.1% | 0.10% | +7.8% |
| Q1 2022 | $4,741,000 | +11.8% | 18,637 | -1.7% | 0.09% | -10.0% |
| Q4 2021 | $4,242,000 | -8.6% | 18,959 | +1.0% | 0.10% | +8.7% |
| Q3 2021 | $4,639,000 | +0.1% | 18,770 | +0.1% | 0.09% | +1.1% |
| Q2 2021 | $4,635,000 | +7.4% | 18,757 | -0.5% | 0.09% | -9.9% |
| Q1 2021 | $4,314,000 | +1.7% | 18,859 | -0.5% | 0.10% | -1.9% |
| Q4 2020 | $4,242,000 | +7.9% | 18,959 | -1.7% | 0.10% | -6.4% |
| Q3 2020 | $3,933,000 | +6.0% | 19,279 | +0.1% | 0.11% | -4.3% |
| Q2 2020 | $3,712,000 | +42.3% | 19,268 | +22.6% | 0.12% | +22.3% |
| Q1 2020 | $2,609,000 | +923.1% | 15,711 | +1083.1% | 0.09% | +1242.9% |
| Q4 2019 | $255,000 | +16.4% | 1,328 | +1.5% | 0.01% | 0.0% |
| Q3 2019 | $219,000 | -2.7% | 1,308 | +0.9% | 0.01% | 0.0% |
| Q2 2019 | $225,000 | – | 1,296 | – | 0.01% | – |
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% |