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 | $3,119,747 | -2.8% | 13,270 | +1.2% | 1.83% | -11.1% |
| Q2 2023 | $3,209,311 | -16.8% | 13,109 | -19.0% | 2.06% | -14.3% |
| Q1 2023 | $3,857,530 | +1.6% | 16,177 | +5.7% | 2.40% | +3.0% |
| Q4 2022 | $3,795,880 | +13.3% | 15,303 | +2.2% | 2.33% | +3.5% |
| Q3 2022 | $3,350,000 | -1.5% | 14,974 | +3.7% | 2.25% | +0.5% |
| Q2 2022 | $3,402,000 | -6.4% | 14,443 | +1.0% | 2.24% | +1.7% |
| Q1 2022 | $3,636,000 | +3.9% | 14,297 | +8.9% | 2.20% | +3.0% |
| Q4 2021 | $3,498,000 | +7.9% | 13,128 | +0.0% | 2.14% | -0.8% |
| Q3 2021 | $3,243,000 | -2.3% | 13,123 | -2.4% | 2.15% | -2.4% |
| Q2 2021 | $3,321,000 | +8.8% | 13,439 | +0.7% | 2.21% | +4.2% |
| Q1 2021 | $3,052,000 | -9.8% | 13,340 | -11.8% | 2.12% | -15.1% |
| Q4 2020 | $3,385,000 | +11.0% | 15,130 | +1.3% | 2.50% | -3.4% |
| Q3 2020 | $3,049,000 | +4.4% | 14,943 | -1.5% | 2.58% | +3.8% |
| Q2 2020 | $2,921,000 | -8.0% | 15,165 | -20.6% | 2.49% | -14.6% |
| Q1 2020 | $3,174,000 | -21.8% | 19,108 | -9.7% | 2.92% | -1.2% |
| Q4 2019 | $4,057,000 | +10.9% | 21,156 | -3.0% | 2.95% | +3.5% |
| Q3 2019 | $3,658,000 | -5.8% | 21,818 | -2.2% | 2.85% | -9.1% |
| Q2 2019 | $3,882,000 | -1.0% | 22,320 | -1.8% | 3.14% | +7.1% |
| Q1 2019 | $3,921,000 | +25.8% | 22,732 | +17.1% | 2.93% | +16.6% |
| Q4 2018 | $3,118,000 | +0.4% | 19,415 | +12.7% | 2.51% | +23.4% |
| Q3 2018 | $3,107,000 | +13.2% | 17,225 | -0.1% | 2.04% | +5.9% |
| Q2 2018 | $2,744,000 | +7.4% | 17,239 | +3.6% | 1.92% | +4.7% |
| Q1 2018 | $2,555,000 | -14.9% | 16,646 | -14.6% | 1.84% | -5.4% |
| Q4 2017 | $3,004,000 | +1.7% | 19,489 | +0.5% | 1.94% | +0.5% |
| Q3 2017 | $2,953,000 | -1.0% | 19,389 | -4.2% | 1.93% | +1.9% |
| Q2 2017 | $2,982,000 | +8.0% | 20,239 | +1.0% | 1.89% | +8.0% |
| Q1 2017 | $2,761,000 | -16.4% | 20,040 | -23.1% | 1.75% | -10.7% |
| Q4 2016 | $3,301,000 | 0.0% | 26,045 | +4.9% | 1.96% | +0.3% |
| Q3 2016 | $3,301,000 | +31.7% | 24,836 | +29.2% | 1.96% | +34.6% |
| Q2 2016 | $2,507,000 | – | 19,216 | – | 1.45% | – |
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% |