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 | $1,227,232 | -3.9% | 5,220 | +0.0% | 0.31% | -0.6% |
| Q2 2023 | $1,277,698 | +6.8% | 5,219 | +4.0% | 0.31% | +3.0% |
| Q1 2023 | $1,196,813 | -3.8% | 5,019 | +0.0% | 0.30% | -6.5% |
| Q4 2022 | $1,244,697 | +10.9% | 5,018 | +0.0% | 0.32% | +1.6% |
| Q3 2022 | $1,122,000 | -5.0% | 5,016 | 0.0% | 0.32% | +0.6% |
| Q2 2022 | $1,181,000 | -4.5% | 5,016 | +3.1% | 0.31% | +9.4% |
| Q1 2022 | $1,237,000 | -5.5% | 4,865 | -1.0% | 0.29% | -9.7% |
| Q4 2021 | $1,309,000 | +10.1% | 4,914 | +2.1% | 0.32% | -3.9% |
| Q3 2021 | $1,189,000 | +5.5% | 4,812 | +5.5% | 0.33% | +3.8% |
| Q2 2021 | $1,127,000 | +8.1% | 4,562 | +0.0% | 0.32% | -7.8% |
| Q1 2021 | $1,043,000 | +32.9% | 4,561 | +29.9% | 0.35% | +21.0% |
| Q4 2020 | $785,000 | +9.6% | 3,510 | 0.0% | 0.29% | -7.1% |
| Q3 2020 | $716,000 | -14.8% | 3,510 | -19.5% | 0.31% | -20.6% |
| Q2 2020 | $840,000 | +15.7% | 4,360 | -0.2% | 0.39% | -3.2% |
| Q1 2020 | $726,000 | +11.0% | 4,370 | +28.2% | 0.40% | +55.4% |
| Q4 2019 | $654,000 | +11.0% | 3,410 | -2.8% | 0.26% | +2.4% |
| Q3 2019 | $589,000 | +2.3% | 3,510 | +6.0% | 0.25% | -37.3% |
| Q2 2019 | $576,000 | +46.6% | 3,310 | +45.2% | 0.40% | +40.6% |
| Q1 2019 | $393,000 | +7.4% | 2,280 | 0.0% | 0.29% | +1.8% |
| Q4 2018 | $366,000 | – | 2,280 | – | 0.28% | – |
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% |