VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 479 filers reported holding VANGUARD WORLD FDS in Q1 2019. The put-call ratio across all filers is 0.72 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,285 | -55.7% | 48 | -53.8% | 0.01% | -53.8% |
| Q2 2023 | $25,461 | +24.2% | 104 | +20.9% | 0.01% | +18.2% |
| Q1 2023 | $20,508 | -44.6% | 86 | -60.9% | 0.01% | -54.2% |
| Q3 2019 | $37,000 | -2.6% | 220 | 0.0% | 0.02% | -7.7% |
| Q2 2019 | $38,000 | 0.0% | 220 | 0.0% | 0.03% | -10.3% |
| Q1 2019 | $38,000 | -93.6% | 220 | -93.3% | 0.03% | -89.8% |
| Q3 2018 | $590,000 | +13.0% | 3,272 | -0.2% | 0.28% | -13.4% |
| Q2 2018 | $522,000 | – | 3,280 | – | 0.33% | – |
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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% |