VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 728 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 1.03 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $399,670 | -4.0% | 1,700 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $416,194 | +2.7% | 1,700 | 0.0% | 0.04% | -2.2% |
| Q1 2023 | $405,382 | -3.9% | 1,700 | 0.0% | 0.05% | -8.0% |
| Q4 2022 | $421,685 | +11.0% | 1,700 | 0.0% | 0.05% | +6.4% |
| Q3 2022 | $380,000 | -5.0% | 1,700 | 0.0% | 0.05% | -4.1% |
| Q2 2022 | $400,000 | -7.4% | 1,700 | 0.0% | 0.05% | -2.0% |
| Q1 2022 | $432,000 | -4.6% | 1,700 | 0.0% | 0.05% | -2.0% |
| Q4 2021 | $453,000 | +7.9% | 1,700 | 0.0% | 0.05% | -1.9% |
| Q3 2021 | $420,000 | 0.0% | 1,700 | 0.0% | 0.05% | +2.0% |
| Q2 2021 | $420,000 | +8.0% | 1,700 | 0.0% | 0.05% | 0.0% |
| Q1 2021 | $389,000 | +2.4% | 1,700 | 0.0% | 0.05% | -3.8% |
| Q4 2020 | $380,000 | +9.5% | 1,700 | 0.0% | 0.05% | -11.7% |
| Q3 2020 | $347,000 | +12.7% | 1,700 | +6.2% | 0.06% | -6.2% |
| Q2 2020 | $308,000 | +15.8% | 1,600 | 0.0% | 0.06% | -5.9% |
| Q1 2020 | $266,000 | -13.4% | 1,600 | 0.0% | 0.07% | +21.4% |
| Q4 2019 | $307,000 | +19.9% | 1,600 | -18.6% | 0.06% | -39.8% |
| Q2 2016 | $256,000 | +5.8% | 1,965 | 0.0% | 0.09% | +1.1% |
| Q1 2016 | $242,000 | -7.3% | 1,965 | 0.0% | 0.09% | -10.7% |
| Q4 2015 | $261,000 | +6.5% | 1,965 | -1.8% | 0.10% | -1.9% |
| Q3 2015 | $245,000 | -10.9% | 2,000 | +1.8% | 0.10% | +36.4% |
| Q2 2015 | $275,000 | +3.4% | 1,965 | 0.0% | 0.08% | +5.5% |
| Q1 2015 | $266,000 | +16.7% | 1,965 | +8.3% | 0.07% | +10.6% |
| Q4 2014 | $228,000 | +7.5% | 1,815 | 0.0% | 0.07% | +6.5% |
| Q3 2014 | $212,000 | +4.4% | 1,815 | 0.0% | 0.06% | +8.8% |
| Q2 2014 | $203,000 | – | 1,815 | – | 0.06% | – |
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% |