VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 608 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 0.48 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,391 | -4.0% | 108 | 0.0% | 0.01% | -16.7% |
| Q2 2023 | $26,441 | +2.7% | 108 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $25,754 | -3.9% | 108 | 0.0% | 0.01% | -14.3% |
| Q4 2022 | $26,789 | -61.7% | 108 | -65.6% | 0.01% | -63.2% |
| Q3 2022 | $70,000 | -5.4% | 314 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $74,000 | +19.4% | 314 | +29.2% | 0.02% | +46.2% |
| Q1 2022 | $62,000 | -12.7% | 243 | -9.3% | 0.01% | -13.3% |
| Q4 2021 | $71,000 | +7.6% | 268 | 0.0% | 0.02% | -6.2% |
| Q3 2021 | $66,000 | 0.0% | 268 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $66,000 | +8.2% | 268 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $61,000 | +1.7% | 268 | 0.0% | 0.02% | -5.9% |
| Q4 2020 | $60,000 | +9.1% | 268 | 0.0% | 0.02% | -5.6% |
| Q3 2020 | $55,000 | +5.8% | 268 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $52,000 | +44.4% | 268 | +22.9% | 0.02% | +50.0% |
| Q1 2020 | $36,000 | -14.3% | 218 | 0.0% | 0.01% | +9.1% |
| Q4 2019 | $42,000 | – | 218 | – | 0.01% | – |
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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% |