VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 562 filers reported holding VANGUARD WORLD FDS in Q4 2019. The put-call ratio across all filers is 0.67 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $584,049 | +4.5% | 2,479 | +8.6% | 0.01% | +16.7% |
Q2 2023 | $558,940 | +5.5% | 2,282 | +2.8% | 0.01% | 0.0% |
Q1 2023 | $529,634 | +88.2% | 2,220 | +95.8% | 0.01% | +100.0% |
Q4 2022 | $281,411 | +9.1% | 1,134 | -1.7% | 0.00% | 0.0% |
Q3 2022 | $258,000 | -3.4% | 1,154 | +1.3% | 0.00% | 0.0% |
Q2 2022 | $267,000 | -4.0% | 1,139 | +4.3% | 0.00% | 0.0% |
Q1 2022 | $278,000 | -4.5% | 1,092 | -0.1% | 0.00% | 0.0% |
Q4 2021 | $291,000 | +15.5% | 1,093 | +7.3% | 0.00% | 0.0% |
Q3 2021 | $252,000 | +8.2% | 1,019 | +7.9% | 0.00% | +50.0% |
Q2 2021 | $233,000 | +31.6% | 944 | +3.4% | 0.00% | -33.3% |
Q2 2020 | $177,000 | -41.0% | 913 | -49.6% | 0.00% | -25.0% |
Q1 2020 | $300,000 | +14900.0% | 1,810 | +16354.5% | 0.00% | – |
Q3 2019 | $2,000 | 0.0% | 11 | 0.0% | 0.00% | – |
Q2 2019 | $2,000 | 0.0% | 11 | 0.0% | 0.00% | – |
Q1 2019 | $2,000 | 0.0% | 11 | 0.0% | 0.00% | – |
Q4 2018 | $2,000 | 0.0% | 11 | 0.0% | 0.00% | – |
Q3 2018 | $2,000 | -60.0% | 11 | -66.7% | 0.00% | – |
Q1 2018 | $5,000 | -98.3% | 33 | -98.6% | 0.00% | -100.0% |
Q1 2016 | $292,000 | +4071.4% | 2,370 | +4640.0% | 0.01% | – |
Q4 2015 | $7,000 | +16.7% | 50 | 0.0% | 0.00% | – |
Q3 2015 | $6,000 | -14.3% | 50 | 0.0% | 0.00% | – |
Q2 2015 | $7,000 | 0.0% | 50 | 0.0% | 0.00% | – |
Q1 2015 | $7,000 | +16.7% | 50 | 0.0% | 0.00% | – |
Q4 2014 | $6,000 | – | 50 | – | 0.00% | – |
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% |