VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 465 filers reported holding VANGUARD WORLD FDS in Q3 2019. The put-call ratio across all filers is 0.82 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $304,015 | +61691.7% | 1,242 | -39.9% | 0.00% | -40.0% |
| Q1 2023 | $492 | -3.9% | 2,065 | 0.0% | 0.01% | -16.7% |
| Q4 2022 | $512 | -99.9% | 2,065 | +0.0% | 0.01% | +20.0% |
| Q3 2022 | $460,000 | +10.6% | 2,064 | +17.3% | 0.01% | 0.0% |
| Q2 2022 | $416,000 | -6.9% | 1,760 | +0.1% | 0.01% | +25.0% |
| Q1 2022 | $447,000 | -41.9% | 1,759 | -43.5% | 0.00% | 0.0% |
| Q3 2021 | $770,000 | +100.0% | 3,116 | +100.0% | 0.00% | 0.0% |
| Q2 2021 | $385,000 | +8.1% | 1,558 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $356,000 | -11.7% | 1,558 | -13.8% | 0.00% | 0.0% |
| Q4 2020 | $403,000 | +9.2% | 1,808 | 0.0% | 0.00% | -20.0% |
| Q3 2020 | $369,000 | +22.6% | 1,808 | +16.0% | 0.01% | 0.0% |
| Q2 2020 | $301,000 | +16.2% | 1,558 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $259,000 | -13.4% | 1,558 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $299,000 | +14.1% | 1,558 | 0.0% | 0.01% | +25.0% |
| Q3 2019 | $262,000 | -3.3% | 1,558 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $271,000 | +0.7% | 1,558 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $269,000 | +7.6% | 1,558 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $250,000 | -11.0% | 1,558 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $281,000 | +13.3% | 1,558 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $248,000 | +3.8% | 1,558 | 0.0% | 0.00% | -33.3% |
| Q1 2018 | $239,000 | – | 1,558 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wechter Feldman Wealth Management, Inc. | 106,792 | $24,429,000 | 18.01% |
| Allied Investment Advisors, LLC | 95,411 | $21,825,000 | 9.35% |
| Beacon Capital Management, Inc. | 742,169 | $169,771,000 | 6.88% |
| Capital Advantage, Inc. | 102,242 | $23,388,000 | 6.37% |
| Morningstar Investment Management LLC | 273,598 | $62,586,000 | 6.28% |
| Essex Private Wealth Management, LLC | 26,900 | $6,153,000 | 5.87% |
| ASSET PLANNING CORPORATION | 23,590 | $5,396,000 | 5.61% |
| New England Investment & Retirement Group, Inc. | 99,109 | $22,671,000 | 5.48% |
| Adaptive Financial Consulting, LLC | 34,485 | $7,889,000 | 5.30% |
| Tatro Capital, LLC | 28,902 | $6,611,000 | 5.12% |