VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 728 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 1.03 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,122,222 | -26.9% | 21,787 | -23.9% | 0.42% | -26.0% |
| Q2 2023 | $7,006,712 | +17.8% | 28,620 | +14.7% | 0.56% | +11.3% |
| Q1 2023 | $5,948,826 | +107962.2% | 24,947 | +12.4% | 0.50% | -0.8% |
| Q4 2022 | $5,505 | -99.9% | 22,192 | -12.3% | 0.51% | -13.6% |
| Q3 2022 | $5,660,000 | +0.2% | 25,302 | +5.5% | 0.59% | +16.0% |
| Q2 2022 | $5,649,000 | -3.6% | 23,987 | +4.2% | 0.51% | +7.6% |
| Q1 2022 | $5,858,000 | +1487.5% | 23,030 | +1562.8% | 0.47% | +1470.0% |
| Q4 2021 | $369,000 | +8.8% | 1,385 | +0.9% | 0.03% | -14.3% |
| Q3 2021 | $339,000 | 0.0% | 1,373 | 0.0% | 0.04% | +2.9% |
| Q2 2021 | $339,000 | +8.0% | 1,373 | +0.1% | 0.03% | +3.0% |
| Q1 2021 | $314,000 | -15.6% | 1,371 | -17.7% | 0.03% | -21.4% |
| Q4 2020 | $372,000 | +9.7% | 1,665 | +0.2% | 0.04% | -12.5% |
| Q3 2020 | $339,000 | +6.3% | 1,662 | +0.2% | 0.05% | -2.0% |
| Q2 2020 | $319,000 | +19.0% | 1,659 | +2.8% | 0.05% | -3.9% |
| Q1 2020 | $268,000 | -14.4% | 1,614 | -1.2% | 0.05% | -8.9% |
| Q4 2019 | $313,000 | – | 1,634 | – | 0.06% | – |
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% |