VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 553 filers reported holding VANGUARD WORLD FDS in Q1 2020. The put-call ratio across all filers is 1.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $261,871 | -4.0% | 1,114 | 0.0% | 0.06% | +8.3% |
Q2 2023 | $272,698 | +2.7% | 1,114 | 0.0% | 0.06% | -27.7% |
Q1 2023 | $265,613 | -3.9% | 1,114 | 0.0% | 0.08% | -8.8% |
Q4 2022 | $276,295 | +11.0% | 1,114 | +0.1% | 0.09% | -3.2% |
Q3 2022 | $249,000 | -7.8% | 1,113 | -3.0% | 0.09% | -6.0% |
Q2 2022 | $270,000 | -7.2% | 1,147 | 0.0% | 0.10% | +2.0% |
Q1 2022 | $291,000 | -4.6% | 1,147 | 0.0% | 0.10% | -2.0% |
Q4 2021 | $305,000 | +7.4% | 1,147 | -0.1% | 0.10% | -8.3% |
Q3 2021 | $284,000 | +3.3% | 1,148 | +3.1% | 0.11% | +1.9% |
Q2 2021 | $275,000 | +7.8% | 1,113 | -0.1% | 0.11% | -17.7% |
Q1 2021 | $255,000 | +2.4% | 1,114 | 0.0% | 0.13% | -11.6% |
Q4 2020 | $249,000 | +9.7% | 1,114 | 0.0% | 0.15% | -12.0% |
Q3 2020 | $227,000 | +6.1% | 1,114 | +0.1% | 0.17% | +6.4% |
Q2 2020 | $214,000 | +15.7% | 1,113 | 0.0% | 0.16% | -10.8% |
Q1 2020 | $185,000 | -14.4% | 1,113 | -0.1% | 0.18% | -8.3% |
Q4 2019 | $216,000 | – | 1,114 | – | 0.19% | – |
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% |