VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 762 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,313,669 | -31.0% | 5,580 | -28.3% | 0.12% | -27.1% |
| Q2 2023 | $1,905,225 | +3.2% | 7,782 | +0.5% | 0.17% | -6.1% |
| Q1 2023 | $1,846,425 | +50.2% | 7,743 | +40.9% | 0.18% | +32.1% |
| Q3 2022 | $1,229,000 | +3.4% | 5,495 | +8.9% | 0.14% | +3.8% |
| Q2 2022 | $1,189,000 | +0.5% | 5,048 | +8.6% | 0.13% | +14.8% |
| Q1 2022 | $1,183,000 | +126.6% | 4,650 | +135.4% | 0.12% | +130.0% |
| Q4 2021 | $522,000 | +19.2% | 1,975 | +11.5% | 0.05% | +6.4% |
| Q3 2021 | $438,000 | +7.4% | 1,772 | +7.4% | 0.05% | +9.3% |
| Q2 2021 | $408,000 | +40.7% | 1,650 | +30.2% | 0.04% | +26.5% |
| Q1 2021 | $290,000 | +2.5% | 1,267 | +0.2% | 0.03% | -5.6% |
| Q4 2020 | $283,000 | +8.4% | 1,265 | -1.2% | 0.04% | -7.7% |
| Q3 2020 | $261,000 | +15.0% | 1,280 | +8.6% | 0.04% | +5.4% |
| Q2 2020 | $227,000 | +6.1% | 1,179 | +5.6% | 0.04% | +5.7% |
| Q4 2019 | $214,000 | +3.9% | 1,116 | -9.0% | 0.04% | -2.8% |
| Q3 2019 | $206,000 | -42.0% | 1,226 | +10.8% | 0.04% | -16.3% |
| Q1 2019 | $355,000 | +69.0% | 1,106 | -16.0% | 0.04% | -4.4% |
| Q4 2018 | $210,000 | -86.0% | 1,316 | -99.4% | 0.04% | +136.8% |
| Q3 2018 | $1,504,000 | +16.9% | 230,692 | +12.2% | 0.02% | +26.7% |
| Q2 2018 | $1,287,000 | +495.8% | 205,534 | +13891.4% | 0.02% | -63.4% |
| Q1 2018 | $216,000 | -6.9% | 1,469 | -0.5% | 0.04% | -6.8% |
| Q4 2017 | $232,000 | 0.0% | 1,477 | -1.8% | 0.04% | -8.3% |
| Q3 2017 | $232,000 | – | 1,504 | – | 0.05% | – |
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% |