VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 340 filers reported holding VANGUARD WORLD FDS in Q3 2017. The put-call ratio across all filers is 0.94 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $589,000 | -44.8% | 2,382 | -62.9% | 0.13% | -59.4% |
| Q1 2020 | $1,067,000 | -36.0% | 6,425 | -26.1% | 0.32% | -16.3% |
| Q4 2019 | $1,668,000 | -42.8% | 8,700 | -50.0% | 0.39% | +9.3% |
| Q3 2019 | $2,918,000 | +92.9% | 17,400 | +100.0% | 0.35% | 0.0% |
| Q2 2019 | $1,513,000 | +36.7% | 8,700 | +35.6% | 0.35% | +29.8% |
| Q1 2019 | $1,107,000 | +7.9% | 6,417 | +0.5% | 0.27% | -5.6% |
| Q4 2018 | $1,026,000 | +48.1% | 6,387 | +66.4% | 0.29% | +46.9% |
| Q3 2018 | $693,000 | +13.6% | 3,839 | 0.0% | 0.20% | +7.1% |
| Q2 2018 | $610,000 | +3.6% | 3,839 | 0.0% | 0.18% | 0.0% |
| Q1 2018 | $589,000 | -0.5% | 3,839 | 0.0% | 0.18% | -5.2% |
| Q4 2017 | $592,000 | +1.2% | 3,839 | 0.0% | 0.19% | +7.8% |
| Q3 2017 | $585,000 | +3.4% | 3,839 | 0.0% | 0.18% | -9.6% |
| Q2 2017 | $566,000 | +7.0% | 3,839 | 0.0% | 0.20% | +5.3% |
| Q1 2017 | $529,000 | – | 3,839 | – | 0.19% | – |
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% |