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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $826,830 | -3.8% | 3,517 | +0.2% | 0.35% | +0.3% |
| Q2 2023 | $859,397 | +4.5% | 3,510 | +1.7% | 0.34% | -1.4% |
| Q1 2023 | $822,764 | -3.4% | 3,450 | +0.4% | 0.35% | -9.6% |
| Q4 2022 | $851,975 | +11.8% | 3,435 | +0.8% | 0.39% | +6.3% |
| Q3 2022 | $762,000 | +8.2% | 3,407 | +13.9% | 0.36% | +7.7% |
| Q2 2022 | $704,000 | -4.5% | 2,991 | +3.2% | 0.34% | +8.3% |
| Q1 2022 | $737,000 | -4.4% | 2,897 | +0.2% | 0.31% | -2.8% |
| Q4 2021 | $771,000 | +8.3% | 2,892 | +0.4% | 0.32% | -1.5% |
| Q3 2021 | $712,000 | +1.4% | 2,881 | +1.4% | 0.33% | -0.9% |
| Q2 2021 | $702,000 | +4.6% | 2,841 | -3.2% | 0.33% | -7.3% |
| Q1 2021 | $671,000 | +2.1% | 2,935 | 0.0% | 0.36% | -5.3% |
| Q4 2020 | $657,000 | +15.5% | 2,935 | +5.1% | 0.38% | +5.6% |
| Q3 2020 | $569,000 | +30.8% | 2,792 | +23.7% | 0.36% | +20.7% |
| Q2 2020 | $435,000 | +22.2% | 2,257 | +5.3% | 0.29% | +2.4% |
| Q1 2020 | $356,000 | -15.4% | 2,143 | -2.3% | 0.29% | -2.0% |
| Q4 2019 | $421,000 | +10.8% | 2,194 | -3.2% | 0.29% | +3.2% |
| Q3 2019 | $380,000 | -4.8% | 2,266 | -1.3% | 0.28% | -7.5% |
| Q2 2019 | $399,000 | -2.4% | 2,296 | -3.1% | 0.31% | -5.8% |
| Q1 2019 | $409,000 | +8.2% | 2,369 | +0.6% | 0.33% | -0.3% |
| Q4 2018 | $378,000 | -10.6% | 2,355 | +0.4% | 0.33% | -8.4% |
| Q3 2018 | $423,000 | +14.0% | 2,346 | +0.6% | 0.36% | +3.5% |
| Q2 2018 | $371,000 | +3.6% | 2,331 | 0.0% | 0.34% | -3.6% |
| Q1 2018 | $358,000 | +2.6% | 2,331 | +3.1% | 0.36% | 0.0% |
| Q4 2017 | $349,000 | – | 2,262 | – | 0.36% | – |
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% |