VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 479 filers reported holding VANGUARD WORLD FDS in Q1 2019. The put-call ratio across all filers is 0.72 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13 | 0.0% | 55 | 0.0% | 0.00% | – |
| Q2 2023 | $13 | 0.0% | 55 | 0.0% | 0.00% | – |
| Q1 2023 | $13 | -7.1% | 55 | 0.0% | 0.00% | – |
| Q4 2022 | $14 | -99.9% | 55 | 0.0% | 0.00% | – |
| Q3 2022 | $12,000 | -7.7% | 55 | 0.0% | 0.00% | – |
| Q2 2022 | $13,000 | -51.9% | 55 | -47.6% | 0.00% | – |
| Q1 2022 | $27,000 | -51.8% | 105 | -50.0% | 0.00% | – |
| Q4 2021 | $56,000 | -52.5% | 210 | -56.2% | 0.00% | – |
| Q3 2021 | $118,000 | -89.3% | 479 | -89.2% | 0.00% | -100.0% |
| Q2 2021 | $1,100,000 | +1310.3% | 4,448 | +1216.0% | 0.00% | – |
| Q1 2021 | $78,000 | +550.0% | 338 | +514.5% | 0.00% | – |
| Q4 2020 | $12,000 | +9.1% | 55 | 0.0% | 0.00% | – |
| Q3 2020 | $11,000 | 0.0% | 55 | 0.0% | 0.00% | – |
| Q2 2020 | $11,000 | +57.1% | 55 | +27.9% | 0.00% | – |
| Q2 2019 | $7,000 | – | 43 | +4200.0% | 0.00% | – |
| Q1 2019 | $0 | -100.0% | 1 | -100.0% | 0.00% | – |
| Q2 2018 | $493,000 | +3.6% | 3,100 | 0.0% | 0.00% | – |
| Q1 2018 | $476,000 | -0.4% | 3,100 | 0.0% | 0.00% | – |
| Q4 2017 | $478,000 | +1.3% | 3,100 | 0.0% | 0.00% | – |
| Q3 2017 | $472,000 | +3.3% | 3,100 | 0.0% | 0.00% | – |
| Q2 2017 | $457,000 | +1532.1% | 3,100 | +1450.0% | 0.00% | – |
| Q1 2017 | $28,000 | -99.4% | 200 | -99.7% | 0.00% | -100.0% |
| Q2 2013 | $5,082,000 | – | 58,830 | – | 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% |