VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 472 filers reported holding VANGUARD WORLD FDS in Q4 2018. The put-call ratio across all filers is 3.13 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $595,000 | +24.0% | 2,317 | +10.4% | 0.04% | +12.8% |
| Q1 2021 | $480,000 | +2.6% | 2,099 | +0.3% | 0.04% | 0.0% |
| Q4 2020 | $468,000 | +11.4% | 2,093 | +1.6% | 0.04% | -2.5% |
| Q3 2020 | $420,000 | +6.1% | 2,060 | +0.3% | 0.04% | 0.0% |
| Q2 2020 | $396,000 | -0.8% | 2,053 | -14.6% | 0.04% | -20.0% |
| Q1 2020 | $399,000 | -13.1% | 2,403 | +0.3% | 0.05% | +11.1% |
| Q4 2019 | $459,000 | +3.6% | 2,396 | -9.4% | 0.04% | -6.2% |
| Q3 2019 | $443,000 | -3.7% | 2,644 | 0.0% | 0.05% | -2.0% |
| Q2 2019 | $460,000 | +1.5% | 2,644 | +0.6% | 0.05% | +2.1% |
| Q1 2019 | $453,000 | +8.1% | 2,627 | +0.7% | 0.05% | -5.9% |
| Q4 2018 | $419,000 | -10.7% | 2,610 | +0.4% | 0.05% | -1.9% |
| Q3 2018 | $469,000 | +14.1% | 2,600 | +0.7% | 0.05% | +26.8% |
| Q2 2018 | $411,000 | +3.8% | 2,581 | 0.0% | 0.04% | -6.8% |
| Q1 2018 | $396,000 | -0.3% | 2,581 | +0.2% | 0.04% | -2.2% |
| Q4 2017 | $397,000 | – | 2,575 | – | 0.04% | – |
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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% |