VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 591 filers reported holding VANGUARD WORLD FDS in Q2 2020. The put-call ratio across all filers is 0.82 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $864,025 | -7.1% | 3,688 | -3.7% | 0.39% | -5.1% |
| Q2 2023 | $929,936 | -4.5% | 3,828 | -6.2% | 0.41% | -12.4% |
| Q1 2023 | $973,394 | +17.2% | 4,082 | +21.2% | 0.47% | +4.7% |
| Q4 2022 | $830,459 | +10.1% | 3,369 | 0.0% | 0.45% | -0.4% |
| Q3 2022 | $754,000 | +9.9% | 3,369 | +18.8% | 0.45% | +17.5% |
| Q2 2022 | $686,000 | +0.3% | 2,835 | +9.2% | 0.38% | +12.0% |
| Q1 2022 | $684,000 | +3.2% | 2,595 | +4.3% | 0.34% | -3.1% |
| Q4 2021 | $663,000 | +13.5% | 2,488 | +5.5% | 0.35% | +1.4% |
| Q3 2021 | $584,000 | +4.7% | 2,358 | +6.1% | 0.35% | +3.6% |
| Q2 2021 | $558,000 | +9.8% | 2,223 | -0.0% | 0.34% | -2.0% |
| Q1 2021 | $508,000 | +5.0% | 2,224 | +2.8% | 0.34% | -5.3% |
| Q4 2020 | $484,000 | +17.5% | 2,164 | +6.9% | 0.36% | +8.1% |
| Q3 2020 | $412,000 | +36.0% | 2,024 | +28.6% | 0.33% | +21.0% |
| Q2 2020 | $303,000 | +13.5% | 1,574 | -2.1% | 0.28% | -5.2% |
| Q1 2020 | $267,000 | +11.2% | 1,608 | +28.3% | 0.29% | +31.1% |
| Q4 2019 | $240,000 | – | 1,253 | – | 0.22% | – |
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% |