VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 479 filers reported holding VANGUARD WORLD FDS in Q1 2019. The put-call ratio across all filers is 0.72 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $10,423,310 | +89.9% | 42,021 | +27.1% | 0.10% | -31.4% |
Q1 2020 | $5,489,000 | +1.8% | 33,051 | +17.5% | 0.14% | +23.9% |
Q4 2019 | $5,393,000 | +15.4% | 28,128 | -3.3% | 0.11% | -10.3% |
Q4 2018 | $4,672,000 | -71.4% | 29,088 | -67.9% | 0.13% | -69.6% |
Q3 2018 | $16,340,000 | +88.1% | 90,574 | +58.8% | 0.41% | +41.3% |
Q3 2017 | $8,688,000 | – | 57,050 | – | 0.29% | – |
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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% |