VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 591 filers reported holding VANGUARD WORLD FDS in Q2 2020. The put-call ratio across all filers is 0.82 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $242,153 | -4.0% | 1,030 | 0.0% | 0.13% | +20.6% |
| Q2 2023 | $252,165 | +2.7% | 1,030 | 0.0% | 0.11% | -15.1% |
| Q1 2023 | $245,614 | -3.9% | 1,030 | 0.0% | 0.13% | -12.5% |
| Q4 2022 | $255,492 | +11.1% | 1,030 | 0.0% | 0.14% | +1.4% |
| Q3 2022 | $230,000 | -5.0% | 1,030 | 0.0% | 0.14% | -2.7% |
| Q2 2022 | $242,000 | -7.6% | 1,030 | 0.0% | 0.15% | -5.2% |
| Q1 2022 | $262,000 | -4.4% | 1,030 | 0.0% | 0.15% | -5.5% |
| Q4 2021 | $274,000 | +7.5% | 1,030 | 0.0% | 0.16% | -9.9% |
| Q2 2021 | $255,000 | +8.1% | 1,030 | 0.0% | 0.18% | -8.6% |
| Q1 2021 | $236,000 | +2.6% | 1,030 | 0.0% | 0.20% | +4.2% |
| Q4 2020 | $230,000 | +9.5% | 1,030 | 0.0% | 0.19% | -9.1% |
| Q3 2020 | $210,000 | +6.1% | 1,030 | 0.0% | 0.21% | -3.7% |
| Q2 2020 | $198,000 | +15.8% | 1,030 | 0.0% | 0.22% | -7.3% |
| Q1 2020 | $171,000 | -1.2% | 1,030 | 0.0% | 0.23% | +21.2% |
| Q3 2019 | $173,000 | -3.4% | 1,030 | 0.0% | 0.19% | -5.4% |
| Q2 2019 | $179,000 | +1391.7% | 1,030 | +1273.3% | 0.20% | +1357.1% |
| Q4 2018 | $12,000 | -25.0% | 75 | -17.6% | 0.01% | -12.5% |
| Q3 2018 | $16,000 | +23.1% | 91 | -9.0% | 0.02% | -11.1% |
| Q3 2016 | $13,000 | – | 100 | – | 0.02% | – |
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% |