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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $44,754 | -40.8% | 190 | -38.5% | 0.00% | -50.0% |
| Q2 2023 | $75,652 | +60.1% | 309 | +56.1% | 0.01% | +60.0% |
| Q1 2023 | $47,263 | -10.2% | 198 | -6.6% | 0.01% | -16.7% |
| Q4 2022 | $52,604 | +14.4% | 212 | +2.4% | 0.01% | -14.3% |
| Q3 2022 | $46,000 | -32.4% | 207 | -28.9% | 0.01% | -41.7% |
| Q2 2022 | $68,000 | -8.1% | 291 | +0.3% | 0.01% | 0.0% |
| Q1 2022 | $74,000 | -5.1% | 290 | -1.4% | 0.01% | 0.0% |
| Q4 2021 | $78,000 | +47.2% | 294 | +37.4% | 0.01% | +9.1% |
| Q3 2021 | $53,000 | 0.0% | 214 | 0.0% | 0.01% | -8.3% |
| Q2 2021 | $53,000 | +8.2% | 214 | 0.0% | 0.01% | -14.3% |
| Q1 2021 | $49,000 | +2.1% | 214 | +0.5% | 0.01% | -12.5% |
| Q4 2020 | $48,000 | +269.2% | 213 | +238.1% | 0.02% | +220.0% |
| Q3 2020 | $13,000 | +8.3% | 63 | 0.0% | 0.01% | -16.7% |
| Q2 2020 | $12,000 | +9.1% | 63 | 0.0% | 0.01% | -14.3% |
| Q1 2020 | $11,000 | -8.3% | 63 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $12,000 | -61.3% | 63 | -66.1% | 0.01% | -65.0% |
| Q3 2019 | $31,000 | -3.1% | 186 | 0.0% | 0.02% | -16.7% |
| Q2 2019 | $32,000 | 0.0% | 186 | +0.5% | 0.02% | -4.0% |
| Q1 2019 | $32,000 | +6.7% | 185 | +0.5% | 0.02% | -10.7% |
| Q4 2018 | $30,000 | – | 184 | – | 0.03% | – |
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% |