VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 471 filers reported holding VANGUARD WORLD FDS in Q2 2019. The put-call ratio across all filers is 0.55 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $122,487 | -4.0% | 521 | 0.0% | 0.07% | -5.2% |
| Q2 2023 | $127,551 | -3.6% | 521 | -6.1% | 0.08% | +1.3% |
| Q1 2023 | $132,345 | -3.9% | 555 | 0.0% | 0.08% | -9.5% |
| Q4 2022 | $137,668 | +11.0% | 555 | 0.0% | 0.08% | 0.0% |
| Q3 2022 | $124,000 | -5.3% | 555 | 0.0% | 0.08% | -1.2% |
| Q2 2022 | $131,000 | -7.1% | 555 | 0.0% | 0.08% | +6.2% |
| Q1 2022 | $141,000 | -4.7% | 555 | 0.0% | 0.08% | -3.6% |
| Q4 2021 | $148,000 | +8.0% | 555 | 0.0% | 0.08% | -3.5% |
| Q3 2021 | $137,000 | -43.6% | 555 | -43.7% | 0.09% | -41.5% |
| Q2 2021 | $243,000 | +8.0% | 985 | 0.0% | 0.15% | +0.7% |
| Q1 2021 | $225,000 | +2.3% | 985 | 0.0% | 0.15% | -5.8% |
| Q4 2020 | $220,000 | +9.5% | 985 | 0.0% | 0.16% | -9.9% |
| Q3 2020 | $201,000 | +5.8% | 985 | 0.0% | 0.17% | +4.2% |
| Q2 2020 | $190,000 | +15.9% | 985 | 0.0% | 0.16% | -1.2% |
| Q1 2020 | $164,000 | -13.2% | 985 | 0.0% | 0.17% | +13.6% |
| Q4 2019 | $189,000 | +14.5% | 985 | 0.0% | 0.15% | +8.9% |
| Q3 2019 | $165,000 | -3.5% | 985 | 0.0% | 0.14% | -6.2% |
| Q2 2019 | $171,000 | +0.6% | 985 | 0.0% | 0.14% | -2.0% |
| Q1 2019 | $170,000 | +19.7% | 985 | +11.3% | 0.15% | +2.1% |
| Q4 2018 | $142,000 | -11.2% | 885 | 0.0% | 0.14% | +1.4% |
| Q3 2018 | $160,000 | +1.9% | 885 | -10.2% | 0.14% | +0.7% |
| Q2 2018 | $157,000 | +4.0% | 985 | 0.0% | 0.14% | +2.9% |
| Q1 2018 | $151,000 | -29.1% | 985 | -28.9% | 0.14% | -29.0% |
| Q4 2017 | $213,000 | +13.9% | 1,385 | +13.1% | 0.19% | +8.4% |
| Q3 2017 | $187,000 | +12.7% | 1,225 | +8.9% | 0.18% | +7.9% |
| Q2 2017 | $166,000 | +23.9% | 1,125 | +16.0% | 0.16% | +23.1% |
| Q1 2017 | $134,000 | +36.7% | 970 | +26.0% | 0.13% | +32.7% |
| Q4 2016 | $98,000 | – | 770 | – | 0.10% | – |
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% |