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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $595,000 | -14.1% | 2,527 | -7.3% | 0.09% | +3.5% |
| Q1 2022 | $693,000 | -21.6% | 2,725 | -17.8% | 0.09% | -19.6% |
| Q4 2021 | $884,000 | +9.0% | 3,317 | +1.0% | 0.11% | -0.9% |
| Q3 2021 | $811,000 | -6.5% | 3,283 | -6.4% | 0.11% | -8.5% |
| Q2 2021 | $867,000 | +3.2% | 3,506 | -4.6% | 0.12% | -4.8% |
| Q1 2021 | $840,000 | +28.0% | 3,674 | +25.3% | 0.12% | +19.2% |
| Q4 2020 | $656,000 | +13.5% | 2,931 | +3.3% | 0.10% | -5.5% |
| Q3 2020 | $578,000 | -6.2% | 2,836 | -11.3% | 0.11% | -16.7% |
| Q2 2020 | $616,000 | -14.1% | 3,198 | -26.0% | 0.13% | -36.2% |
| Q1 2020 | $717,000 | -38.1% | 4,319 | -28.5% | 0.21% | -28.1% |
| Q4 2019 | $1,158,000 | +35.9% | 6,037 | +18.9% | 0.29% | +21.5% |
| Q3 2019 | $852,000 | -4.5% | 5,079 | -0.9% | 0.24% | -9.2% |
| Q2 2019 | $892,000 | +7.6% | 5,126 | +6.7% | 0.26% | +4.4% |
| Q1 2019 | $829,000 | +47.5% | 4,806 | +51.6% | 0.25% | +33.0% |
| Q3 2018 | $562,000 | +13.5% | 3,171 | +1.9% | 0.19% | +6.2% |
| Q2 2018 | $495,000 | +11.7% | 3,112 | +8.0% | 0.18% | +2.3% |
| Q1 2018 | $443,000 | – | 2,882 | – | 0.17% | – |
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% |