VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 2 filers reported holding VANGUARD WORLD FDS in Q1 2010. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,946,863 | -1.3% | 8,281 | +2.8% | 2.12% | +1.8% |
| Q2 2023 | $1,972,025 | +5.1% | 8,055 | +6.5% | 2.09% | -4.6% |
| Q4 2022 | $1,876,250 | +7.6% | 7,564 | -3.0% | 2.19% | -3.2% |
| Q3 2022 | $1,744,000 | -9.1% | 7,798 | -4.3% | 2.26% | -3.9% |
| Q2 2022 | $1,919,000 | -7.5% | 8,147 | -0.1% | 2.35% | +3.0% |
| Q1 2022 | $2,074,000 | -2.3% | 8,152 | +2.3% | 2.28% | +1.2% |
| Q4 2021 | $2,122,000 | +11.9% | 7,966 | +3.8% | 2.26% | +6.9% |
| Q3 2021 | $1,897,000 | +1.7% | 7,675 | +1.6% | 2.11% | -5.6% |
| Q2 2021 | $1,866,000 | +14.1% | 7,552 | +5.6% | 2.24% | +6.4% |
| Q1 2021 | $1,636,000 | -31.0% | 7,152 | -32.6% | 2.10% | -27.0% |
| Q4 2020 | $2,372,000 | -7.4% | 10,604 | -15.5% | 2.88% | +15.8% |
| Q3 2020 | $2,561,000 | +196.8% | 12,552 | +180.2% | 2.49% | +174.6% |
| Q2 2020 | $863,000 | -49.9% | 4,479 | -38.0% | 0.91% | -53.1% |
| Q1 2010 | $1,722,158 | – | 7,222 | – | 1.93% | – |
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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% |