VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 698 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.88 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $428,352 | -4.0% | 1,822 | 0.0% | 0.29% | +1.4% |
| Q2 2023 | $446,062 | +1.5% | 1,822 | -1.1% | 0.28% | -9.3% |
| Q1 2023 | $439,482 | -5.4% | 1,843 | -94.6% | 0.31% | -9.1% |
| Q4 2022 | $464,438 | +12.7% | 34,396 | +1766.3% | 0.34% | +3.0% |
| Q3 2022 | $412,000 | -5.3% | 1,843 | -0.2% | 0.33% | -1.5% |
| Q2 2022 | $435,000 | -7.4% | 1,847 | 0.0% | 0.34% | +9.1% |
| Q1 2022 | $470,000 | -4.5% | 1,847 | 0.0% | 0.31% | -2.5% |
| Q4 2021 | $492,000 | +8.4% | 1,847 | +0.5% | 0.32% | +1.3% |
| Q3 2021 | $454,000 | +15.8% | 1,837 | +15.9% | 0.31% | +13.4% |
| Q2 2021 | $392,000 | +89.4% | 1,585 | +75.1% | 0.28% | +69.3% |
| Q1 2021 | $207,000 | -14.1% | 905 | -15.8% | 0.16% | -29.1% |
| Q4 2020 | $241,000 | – | 1,075 | – | 0.23% | – |
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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% |