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 | $3,973,164 | +1.3% | 16,900 | +5.4% | 0.02% | +7.1% |
| Q2 2023 | $3,923,659 | +8.3% | 16,027 | +5.5% | 0.01% | 0.0% |
| Q1 2023 | $3,621,661 | +10.8% | 15,188 | +15.2% | 0.01% | 0.0% |
| Q4 2022 | $3,269,402 | +15.6% | 13,180 | +4.2% | 0.01% | +7.7% |
| Q3 2022 | $2,829,000 | -0.1% | 12,645 | +5.1% | 0.01% | 0.0% |
| Q2 2022 | $2,833,000 | -7.1% | 12,031 | +0.3% | 0.01% | +18.2% |
| Q1 2022 | $3,051,000 | -2.5% | 11,995 | +2.2% | 0.01% | +10.0% |
| Q4 2021 | $3,128,000 | +19.5% | 11,741 | +10.9% | 0.01% | +11.1% |
| Q3 2021 | $2,617,000 | +13.5% | 10,588 | +13.5% | 0.01% | +12.5% |
| Q2 2021 | $2,306,000 | +13.8% | 9,332 | +5.3% | 0.01% | 0.0% |
| Q1 2021 | $2,027,000 | +6.1% | 8,860 | +3.8% | 0.01% | +14.3% |
| Q4 2020 | $1,910,000 | +19.4% | 8,537 | +8.9% | 0.01% | 0.0% |
| Q3 2020 | $1,600,000 | +16.3% | 7,841 | +9.8% | 0.01% | 0.0% |
| Q2 2020 | $1,376,000 | +48.0% | 7,140 | +27.6% | 0.01% | +16.7% |
| Q1 2020 | $930,000 | -2.3% | 5,597 | +12.7% | 0.01% | +20.0% |
| Q4 2019 | $952,000 | +15.3% | 4,966 | +0.8% | 0.01% | 0.0% |
| Q3 2019 | $826,000 | +7.4% | 4,928 | +11.5% | 0.01% | +25.0% |
| Q2 2019 | $769,000 | +94.2% | 4,421 | +92.7% | 0.00% | +100.0% |
| Q1 2019 | $396,000 | +676.5% | 2,294 | +619.1% | 0.00% | – |
| Q4 2018 | $51,000 | -8.9% | 319 | +3.2% | 0.00% | – |
| Q3 2018 | $56,000 | +14.3% | 309 | +0.3% | 0.00% | – |
| Q2 2018 | $49,000 | +4.3% | 308 | 0.0% | 0.00% | – |
| Q1 2018 | $47,000 | – | 308 | – | 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% |