VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 728 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 1.03 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $911,339 | +199.1% | 3,876 | +211.6% | 0.04% | +200.0% |
Q2 2023 | $304,677 | -3.2% | 1,244 | -5.8% | 0.01% | -6.7% |
Q1 2023 | $314,885 | +44.0% | 1,320 | +49.7% | 0.02% | +25.0% |
Q4 2022 | $218,731 | +9.4% | 882 | +3.6% | 0.01% | -7.7% |
Q2 2022 | $200,000 | -1.0% | 851 | +7.2% | 0.01% | +30.0% |
Q1 2022 | $202,000 | +24.7% | 794 | +12.1% | 0.01% | +42.9% |
Q1 2021 | $162,000 | +2.5% | 708 | +0.1% | 0.01% | -12.5% |
Q4 2020 | $158,000 | +9.7% | 707 | +0.3% | 0.01% | -38.5% |
Q3 2020 | $144,000 | +6.7% | 705 | +0.3% | 0.01% | +8.3% |
Q2 2020 | $135,000 | -10.0% | 703 | -17.3% | 0.01% | -25.0% |
Q1 2020 | $150,000 | +54.6% | 850 | +68.7% | 0.02% | +77.8% |
Q4 2019 | $97,000 | +3133.3% | 504 | +2552.6% | 0.01% | – |
Q2 2019 | $3,000 | 0.0% | 19 | 0.0% | 0.00% | – |
Q1 2019 | $3,000 | -95.2% | 19 | -95.0% | 0.00% | -100.0% |
Q4 2018 | $62,000 | -37.4% | 383 | -35.5% | 0.01% | -30.8% |
Q3 2018 | $99,000 | -2.0% | 594 | 0.0% | 0.01% | -7.1% |
Q2 2018 | $101,000 | -25.7% | 594 | -32.8% | 0.01% | -36.4% |
Q1 2018 | $136,000 | +14.3% | 884 | +14.7% | 0.02% | +10.0% |
Q4 2017 | $119,000 | +67.6% | 771 | +66.5% | 0.02% | +25.0% |
Q3 2017 | $71,000 | – | 463 | – | 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% |