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 | $527,114 | +5.9% | 2,242 | +7.4% | 0.04% | -6.4% |
| Q1 2023 | $497,760 | +98466.3% | 2,087 | +2.4% | 0.05% | -6.0% |
| Q4 2022 | $505 | -99.9% | 2,038 | -1.9% | 0.05% | +19.0% |
| Q3 2022 | $464,000 | -3.3% | 2,078 | +1.9% | 0.04% | -17.6% |
| Q2 2022 | $480,000 | -7.3% | 2,040 | +0.0% | 0.05% | -1.9% |
| Q1 2022 | $518,000 | -3.4% | 2,039 | +1.2% | 0.05% | 0.0% |
| Q4 2021 | $536,000 | +10.3% | 2,014 | +2.3% | 0.05% | 0.0% |
| Q3 2021 | $486,000 | 0.0% | 1,969 | 0.0% | 0.05% | -3.7% |
| Q2 2021 | $486,000 | -0.2% | 1,969 | -7.6% | 0.05% | -11.5% |
| Q1 2021 | $487,000 | +1.5% | 2,130 | -0.7% | 0.06% | -7.6% |
| Q4 2020 | $480,000 | +11.4% | 2,145 | +1.3% | 0.07% | -5.7% |
| Q3 2020 | $431,000 | -32.4% | 2,117 | -36.1% | 0.07% | -39.1% |
| Q2 2020 | $638,000 | +27.1% | 3,313 | +9.5% | 0.12% | +2.7% |
| Q1 2020 | $502,000 | -16.3% | 3,025 | -3.4% | 0.11% | +1.8% |
| Q4 2019 | $600,000 | +63.5% | 3,131 | +42.7% | 0.11% | +54.9% |
| Q3 2019 | $367,000 | -44.1% | 2,194 | -42.0% | 0.07% | -39.3% |
| Q2 2019 | $657,000 | -2.7% | 3,782 | -3.4% | 0.12% | -9.3% |
| Q1 2019 | $675,000 | -44.9% | 3,915 | -48.7% | 0.13% | -55.4% |
| Q4 2018 | $1,225,000 | -11.0% | 7,627 | -0.0% | 0.29% | +11.6% |
| Q3 2018 | $1,376,000 | +15.0% | 7,630 | +1.4% | 0.26% | +5.3% |
| Q2 2018 | $1,197,000 | +4.0% | 7,526 | +0.3% | 0.25% | -3.9% |
| Q1 2018 | $1,151,000 | -3.5% | 7,502 | -3.1% | 0.26% | -4.8% |
| Q4 2017 | $1,193,000 | – | 7,745 | – | 0.27% | – |
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% |