VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 403 filers reported holding VANGUARD WORLD FDS in Q2 2018. The put-call ratio across all filers is 0.32 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $227,000 | -32.2% | 1,402 | -17.6% | 0.08% | -20.0% |
| Q4 2019 | $335,000 | -30.6% | 1,702 | -37.6% | 0.10% | -31.2% |
| Q3 2019 | $483,000 | +1.9% | 2,727 | 0.0% | 0.14% | -1.4% |
| Q2 2019 | $474,000 | -0.4% | 2,727 | -1.1% | 0.14% | -5.4% |
| Q1 2019 | $476,000 | -5.2% | 2,757 | -11.7% | 0.15% | -47.5% |
| Q4 2018 | $502,000 | -1.4% | 3,124 | 0.0% | 0.28% | -0.4% |
| Q3 2018 | $509,000 | +172.2% | 3,124 | +166.1% | 0.28% | +157.3% |
| Q2 2018 | $187,000 | +38.5% | 1,174 | +33.9% | 0.11% | +39.2% |
| Q1 2018 | $135,000 | +75.3% | 877 | +76.1% | 0.08% | +79.5% |
| Q4 2017 | $77,000 | – | 498 | – | 0.04% | – |
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% |