VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 471 filers reported holding VANGUARD WORLD FDS in Q2 2019. The put-call ratio across all filers is 0.55 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $50,000 | -13.8% | 300 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $58,000 | +16.0% | 300 | 0.0% | 0.01% | +25.0% |
| Q3 2019 | $50,000 | -3.8% | 300 | 0.0% | 0.00% | -20.0% |
| Q2 2019 | $52,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $52,000 | +8.3% | 300 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $48,000 | +269.2% | 300 | +311.0% | 0.01% | +400.0% |
| Q3 2018 | $13,000 | +8.3% | 73 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $12,000 | +9.1% | 73 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $11,000 | 0.0% | 73 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $11,000 | 0.0% | 73 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $11,000 | -47.6% | 73 | -55.5% | 0.00% | -66.7% |
| Q2 2016 | $21,000 | – | 164 | – | 0.00% | – |
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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% |