VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 402 filers reported holding VANGUARD WORLD FDS in Q1 2018. The put-call ratio across all filers is 1.28 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,703,180 | -1.5% | 11,498 | +2.6% | 0.32% | -5.7% |
| Q2 2023 | $2,742,963 | +4.0% | 11,204 | +1.3% | 0.33% | -3.5% |
| Q1 2023 | $2,636,414 | -5.6% | 11,056 | -1.8% | 0.35% | -3.4% |
| Q4 2022 | $2,793,539 | +9.6% | 11,262 | -1.1% | 0.36% | +3.8% |
| Q3 2022 | $2,549,000 | -2.2% | 11,393 | +2.9% | 0.34% | 0.0% |
| Q2 2022 | $2,607,000 | -18.6% | 11,070 | -12.1% | 0.34% | -4.4% |
| Q1 2022 | $3,202,000 | -3.5% | 12,589 | +1.1% | 0.36% | +4.6% |
| Q4 2021 | $3,318,000 | +6.8% | 12,453 | -1.0% | 0.34% | +1.2% |
| Q3 2021 | $3,108,000 | -2.2% | 12,573 | -2.2% | 0.34% | -4.7% |
| Q2 2021 | $3,178,000 | +7.3% | 12,859 | -0.7% | 0.36% | -6.3% |
| Q1 2021 | $2,962,000 | +2.0% | 12,949 | -0.2% | 0.38% | -5.9% |
| Q4 2020 | $2,903,000 | +18.1% | 12,977 | +7.7% | 0.41% | -2.6% |
| Q3 2020 | $2,458,000 | +22.0% | 12,048 | +15.2% | 0.42% | +12.1% |
| Q2 2020 | $2,015,000 | +21.5% | 10,461 | +4.7% | 0.37% | -7.0% |
| Q1 2020 | $1,659,000 | -22.6% | 9,988 | -10.7% | 0.40% | -0.2% |
| Q4 2019 | $2,143,000 | +19.3% | 11,179 | +4.4% | 0.40% | +17.6% |
| Q3 2019 | $1,796,000 | -13.5% | 10,712 | -10.3% | 0.34% | -22.5% |
| Q2 2019 | $2,077,000 | +3.5% | 11,942 | +2.7% | 0.44% | +3.3% |
| Q1 2019 | $2,006,000 | -3.9% | 11,630 | -10.6% | 0.43% | -17.8% |
| Q4 2018 | $2,088,000 | -13.7% | 13,004 | -3.0% | 0.52% | +2.0% |
| Q3 2018 | $2,419,000 | +10.6% | 13,409 | -2.5% | 0.51% | +9.7% |
| Q2 2018 | $2,188,000 | -11.2% | 13,748 | -14.4% | 0.46% | +7.4% |
| Q1 2018 | $2,465,000 | +5.8% | 16,053 | +6.2% | 0.43% | -17.9% |
| Q4 2017 | $2,329,000 | -2.1% | 15,110 | -3.3% | 0.52% | -27.2% |
| Q3 2017 | $2,379,000 | +6.8% | 15,624 | +3.4% | 0.72% | +10.2% |
| Q2 2017 | $2,227,000 | +7.0% | 15,110 | 0.0% | 0.65% | +4.5% |
| Q1 2017 | $2,082,000 | +8.7% | 15,110 | 0.0% | 0.63% | +4.3% |
| Q4 2016 | $1,915,000 | -4.6% | 15,110 | 0.0% | 0.60% | -5.1% |
| Q3 2016 | $2,008,000 | +1.8% | 15,110 | 0.0% | 0.63% | +0.8% |
| Q2 2016 | $1,972,000 | +5.9% | 15,110 | 0.0% | 0.63% | +7.5% |
| Q1 2016 | $1,863,000 | -7.2% | 15,110 | 0.0% | 0.58% | -0.2% |
| Q4 2015 | $2,008,000 | +8.4% | 15,110 | 0.0% | 0.58% | +7.7% |
| Q3 2015 | $1,852,000 | -15.6% | 15,110 | -3.6% | 0.54% | -9.2% |
| Q2 2015 | $2,194,000 | +7.1% | 15,673 | +3.7% | 0.60% | +14.1% |
| Q1 2015 | $2,048,000 | – | 15,110 | – | 0.52% | – |
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% |