VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 722 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $234,983 | -39.4% | 1,003 | -36.6% | 0.15% | -27.0% |
| Q2 2023 | $387,596 | +2.7% | 1,583 | 0.0% | 0.20% | +0.5% |
| Q1 2023 | $377,527 | +10.3% | 1,583 | +3.5% | 0.20% | -10.4% |
| Q4 2022 | $342,154 | +0.0% | 1,530 | 0.0% | 0.22% | -0.4% |
| Q3 2022 | $342,000 | +44.9% | 1,530 | +55.8% | 0.22% | +57.0% |
| Q2 2022 | $236,000 | -39.6% | 982 | -35.8% | 0.14% | -24.9% |
| Q1 2022 | $391,000 | -8.0% | 1,529 | -4.3% | 0.19% | -2.6% |
| Q4 2021 | $425,000 | +13.3% | 1,597 | +5.3% | 0.19% | 0.0% |
| Q3 2021 | $375,000 | 0.0% | 1,516 | 0.0% | 0.19% | -0.5% |
| Q2 2021 | $375,000 | +8.1% | 1,516 | 0.0% | 0.20% | 0.0% |
| Q1 2021 | $347,000 | -9.6% | 1,516 | -11.7% | 0.20% | -14.5% |
| Q4 2020 | $384,000 | +3.2% | 1,716 | -5.8% | 0.23% | -13.3% |
| Q3 2020 | $372,000 | +4.2% | 1,822 | 0.0% | 0.26% | -11.1% |
| Q2 2020 | $357,000 | +12.3% | 1,822 | -4.9% | 0.30% | -11.4% |
| Q1 2020 | $318,000 | -16.8% | 1,915 | -2.0% | 0.33% | +18.4% |
| Q4 2019 | $382,000 | – | 1,955 | – | 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% |