VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 325 filers reported holding VANGUARD WORLD FDS in Q2 2017. The put-call ratio across all filers is 0.96 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,325,689 | -8.3% | 31,160 | -4.5% | 0.00% | 0.0% |
| Q2 2023 | $7,989,711 | -46.2% | 32,635 | -47.6% | 0.00% | 0.0% |
| Q1 2023 | $14,842,724 | +97.0% | 62,244 | +105.0% | 0.00% | 0.0% |
| Q4 2022 | $7,533,224 | +17.8% | 30,370 | +6.3% | 0.00% | 0.0% |
| Q3 2022 | $6,393,000 | -3.3% | 28,576 | +1.8% | 0.00% | 0.0% |
| Q2 2022 | $6,609,000 | -6.6% | 28,065 | +0.9% | 0.00% | 0.0% |
| Q1 2022 | $7,073,000 | -1.9% | 27,805 | +2.8% | 0.00% | 0.0% |
| Q4 2021 | $7,209,000 | +11.9% | 27,057 | +3.8% | 0.00% | 0.0% |
| Q3 2021 | $6,444,000 | +2.8% | 26,074 | +2.8% | 0.00% | – |
| Q2 2021 | $6,267,000 | +19.9% | 25,360 | +11.0% | 0.00% | – |
| Q1 2021 | $5,226,000 | +10.4% | 22,849 | +8.0% | 0.00% | – |
| Q4 2020 | $4,733,000 | +11.9% | 21,154 | +2.1% | 0.00% | – |
| Q3 2020 | $4,228,000 | +0.2% | 20,723 | -5.3% | 0.00% | – |
| Q2 2020 | $4,218,000 | +56.0% | 21,894 | +34.5% | 0.00% | – |
| Q1 2020 | $2,703,000 | -11.8% | 16,279 | +1.8% | 0.00% | – |
| Q4 2019 | $3,065,000 | +17.5% | 15,987 | +2.8% | 0.00% | – |
| Q3 2019 | $2,608,000 | +6.4% | 15,549 | +10.3% | 0.00% | – |
| Q2 2019 | $2,452,000 | +60.7% | 14,097 | +59.4% | 0.00% | – |
| Q1 2019 | $1,526,000 | +23.6% | 8,844 | +15.1% | 0.00% | – |
| Q4 2018 | $1,235,000 | -4.7% | 7,687 | +7.0% | 0.00% | – |
| Q3 2018 | $1,296,000 | +19.3% | 7,183 | +5.3% | 0.00% | – |
| Q2 2018 | $1,086,000 | -31.9% | 6,824 | -34.3% | 0.00% | – |
| Q1 2018 | $1,594,000 | +49.8% | 10,381 | +50.4% | 0.00% | – |
| Q4 2017 | $1,064,000 | -75.0% | 6,904 | -75.3% | 0.00% | -100.0% |
| Q3 2017 | $4,253,000 | +0.1% | 27,923 | -3.2% | 0.00% | 0.0% |
| Q2 2017 | $4,250,000 | +53.3% | 28,837 | +43.4% | 0.00% | – |
| Q1 2017 | $2,772,000 | +13.7% | 20,108 | +4.6% | 0.00% | – |
| Q4 2016 | $2,438,000 | -71.0% | 19,230 | -69.6% | 0.00% | -100.0% |
| Q3 2016 | $8,414,000 | -5.6% | 63,316 | -7.3% | 0.00% | 0.0% |
| Q2 2016 | $8,910,000 | +118.3% | 68,278 | +106.2% | 0.00% | 0.0% |
| Q1 2016 | $4,081,000 | -62.0% | 33,105 | -59.1% | 0.00% | 0.0% |
| Q4 2015 | $10,750,000 | +92.9% | 80,906 | +77.9% | 0.00% | 0.0% |
| Q3 2015 | $5,574,000 | -48.8% | 45,479 | -41.5% | 0.00% | 0.0% |
| Q2 2015 | $10,886,000 | +35.6% | 77,781 | +31.3% | 0.00% | 0.0% |
| Q1 2015 | $8,029,000 | +57.9% | 59,249 | +46.4% | 0.00% | 0.0% |
| Q4 2014 | $5,084,000 | +105.7% | 40,477 | +91.6% | 0.00% | – |
| Q3 2014 | $2,471,000 | +16.4% | 21,127 | +11.2% | 0.00% | – |
| Q2 2014 | $2,122,000 | +882.4% | 19,006 | +840.9% | 0.00% | – |
| Q1 2014 | $216,000 | – | 2,020 | – | 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% |