VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 385 filers reported holding VANGUARD WORLD FDS in Q4 2017. The put-call ratio across all filers is 0.40 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $264 | +1.5% | 1,123 | +5.8% | 0.05% | 0.0% |
| Q2 2023 | $260 | +2.8% | 1,061 | 0.0% | 0.05% | -3.6% |
| Q1 2023 | $253 | -3.8% | 1,061 | 0.0% | 0.06% | -1.8% |
| Q4 2022 | $263 | -99.9% | 1,061 | 0.0% | 0.06% | -6.6% |
| Q3 2022 | $237,000 | +438.6% | 1,061 | +338.4% | 0.06% | +335.7% |
| Q3 2018 | $44,000 | +12.8% | 242 | 0.0% | 0.01% | +7.7% |
| Q2 2018 | $39,000 | -2.5% | 242 | -6.9% | 0.01% | +8.3% |
| Q1 2018 | $40,000 | 0.0% | 260 | 0.0% | 0.01% | -7.7% |
| Q4 2017 | $40,000 | 0.0% | 260 | 0.0% | 0.01% | -7.1% |
| Q3 2017 | $40,000 | +5.3% | 260 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $38,000 | +5.6% | 260 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $36,000 | -99.9% | 260 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $32,960,000 | +94071.4% | 260 | 0.0% | 0.01% | -12.5% |
| Q3 2016 | $35,000 | +52.2% | 260 | +48.6% | 0.02% | +60.0% |
| Q4 2015 | $23,000 | +9.5% | 175 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $21,000 | -12.5% | 175 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $24,000 | – | 175 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wechter Feldman Wealth Management, Inc. | 104,281 | $20,090,000 | 18.21% |
| Allied Investment Advisors, LLC | 95,358 | $18,371,000 | 10.58% |
| CABANA LLC | 528,624 | $101,839,000 | 9.35% |
| Tatro Capital, LLC | 30,973 | $5,967,000 | 8.56% |
| Foundations Investment Advisors, LLC | 449,483 | $87,941,000 | 7.78% |
| Beacon Capital Management, Inc. | 715,314 | $137,805,000 | 7.04% |
| Capital Advantage, Inc. | 100,673 | $19,395,000 | 6.89% |
| Essex Private Wealth Management, LLC | 30,512 | $5,878,000 | 6.82% |
| Madden Advisory Services, Inc. | 26,877 | $5,177,000 | 5.37% |
| Morningstar Investment Management LLC | 191,895 | $36,969,000 | 5.10% |