VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 402 filers reported holding VANGUARD WORLD FDS in Q1 2018. The put-call ratio across all filers is 1.28 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,949,449 | -0.1% | 93,361 | +4.0% | 0.08% | 0.0% |
| Q2 2023 | $21,969,866 | +108500.4% | 89,738 | +5.8% | 0.08% | -2.3% |
| Q1 2023 | $20,230 | -5.5% | 84,838 | -1.7% | 0.09% | -19.4% |
| Q4 2022 | $21,410 | -99.9% | 86,316 | +2.4% | 0.11% | +11.3% |
| Q3 2022 | $18,847,000 | +3.8% | 84,258 | +9.3% | 0.10% | +1.0% |
| Q2 2022 | $18,159,000 | -4.9% | 77,114 | +2.8% | 0.10% | +4.3% |
| Q1 2022 | $19,088,000 | +2.2% | 75,039 | +7.0% | 0.09% | +5.7% |
| Q4 2021 | $18,679,000 | +15.0% | 70,115 | +6.7% | 0.09% | +2.4% |
| Q3 2021 | $16,240,000 | +3.2% | 65,709 | +3.2% | 0.08% | -4.5% |
| Q2 2021 | $15,734,000 | +30.4% | 63,670 | +20.7% | 0.09% | +8.5% |
| Q1 2021 | $12,067,000 | +10.8% | 52,756 | +8.4% | 0.08% | 0.0% |
| Q4 2020 | $10,886,000 | +10.8% | 48,659 | +1.0% | 0.08% | -10.9% |
| Q3 2020 | $9,827,000 | +11.5% | 48,175 | +5.3% | 0.09% | 0.0% |
| Q2 2020 | $8,812,000 | +19.9% | 45,743 | +3.4% | 0.09% | -4.2% |
| Q1 2020 | $7,350,000 | +13263.6% | 44,255 | +15428.1% | 0.10% | +9500.0% |
| Q4 2019 | $55,000 | +14.6% | 285 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $48,000 | +200.0% | 285 | +216.7% | 0.00% | – |
| Q2 2019 | $16,000 | -52.9% | 90 | -57.9% | 0.00% | -100.0% |
| Q2 2018 | $34,000 | +3.0% | 214 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $33,000 | – | 214 | – | 0.00% | – |
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% |