VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 553 filers reported holding VANGUARD WORLD FDS in Q1 2020. The put-call ratio across all filers is 1.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $289,000 | +16.1% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $249,000 | -13.5% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $288,000 | +14.3% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $252,000 | -3.4% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $261,000 | +0.8% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $259,000 | +428.6% | 1,500 | +382.3% | 0.00% | – |
| Q2 2018 | $49,000 | +25.6% | 311 | +22.4% | 0.00% | – |
| Q1 2018 | $39,000 | 0.0% | 254 | 0.0% | 0.00% | – |
| Q4 2017 | $39,000 | -42.6% | 254 | -43.2% | 0.00% | – |
| Q3 2017 | $68,000 | +466.7% | 447 | +465.8% | 0.00% | – |
| Q2 2017 | $12,000 | -88.8% | 79 | -89.8% | 0.00% | – |
| Q1 2017 | $107,000 | +1683.3% | 773 | +1510.4% | 0.00% | – |
| Q4 2016 | $6,000 | -50.0% | 48 | -48.4% | 0.00% | – |
| Q3 2016 | $12,000 | +71.4% | 93 | +86.0% | 0.00% | – |
| Q2 2016 | $7,000 | +133.3% | 50 | +163.2% | 0.00% | – |
| Q2 2015 | $3,000 | +200.0% | 19 | +171.4% | 0.00% | – |
| Q1 2015 | $1,000 | – | 7 | – | 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% |