VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 229 filers reported holding VANGUARD WORLD FDS in Q1 2015. The put-call ratio across all filers is 0.43 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,452,717 | -1.3% | 121,024 | +2.8% | 0.08% | -46.0% |
| Q2 2023 | $28,824,314 | -16.2% | 117,737 | -18.4% | 0.15% | +105.5% |
| Q1 2023 | $34,408,824 | -8.9% | 144,296 | -5.2% | 0.07% | -13.1% |
| Q4 2022 | $37,772,310 | +34.6% | 152,277 | +21.4% | 0.08% | +15.1% |
| Q3 2022 | $28,058,000 | +0.3% | 125,427 | +5.5% | 0.07% | +1.4% |
| Q2 2022 | $27,986,000 | -1.2% | 118,837 | +6.7% | 0.07% | +18.0% |
| Q1 2022 | $28,329,000 | +7.0% | 111,364 | +12.0% | 0.06% | +7.0% |
| Q4 2021 | $26,487,000 | +10.2% | 99,418 | +2.2% | 0.06% | -3.4% |
| Q3 2021 | $24,033,000 | +4.4% | 97,238 | +4.4% | 0.06% | -1.7% |
| Q2 2021 | $23,013,000 | +20.8% | 93,122 | +11.8% | 0.06% | -3.2% |
| Q1 2021 | $19,048,000 | -1.3% | 83,268 | -3.5% | 0.06% | -1.6% |
| Q4 2020 | $19,298,000 | +14.8% | 86,256 | +4.6% | 0.06% | -4.5% |
| Q3 2020 | $16,816,000 | +18.0% | 82,429 | +11.5% | 0.07% | +1.5% |
| Q2 2020 | $14,248,000 | +21.4% | 73,959 | +4.6% | 0.06% | -3.0% |
| Q1 2020 | $11,740,000 | -6.1% | 70,684 | +8.4% | 0.07% | +17.5% |
| Q4 2019 | $12,505,000 | +19.3% | 65,218 | +4.3% | 0.06% | +3.6% |
| Q3 2019 | $10,485,000 | +389.5% | 62,531 | +407.7% | 0.06% | +358.3% |
| Q2 2019 | $2,142,000 | +7.7% | 12,316 | +6.8% | 0.01% | +20.0% |
| Q1 2019 | $1,988,000 | +11.9% | 11,527 | +4.2% | 0.01% | -9.1% |
| Q4 2018 | $1,777,000 | +37.9% | 11,065 | +54.9% | 0.01% | +83.3% |
| Q3 2018 | $1,289,000 | +30.1% | 7,145 | +14.7% | 0.01% | 0.0% |
| Q2 2018 | $991,000 | +31.3% | 6,227 | +26.6% | 0.01% | +20.0% |
| Q1 2018 | $755,000 | +4.9% | 4,920 | +5.4% | 0.01% | 0.0% |
| Q4 2017 | $720,000 | -38.0% | 4,669 | -38.8% | 0.01% | -37.5% |
| Q3 2017 | $1,161,000 | -7.1% | 7,629 | -10.1% | 0.01% | -11.1% |
| Q2 2017 | $1,250,000 | -39.8% | 8,483 | -43.7% | 0.01% | -43.8% |
| Q1 2017 | $2,077,000 | +24.4% | 15,070 | +14.4% | 0.02% | +6.7% |
| Q4 2016 | $1,670,000 | +23.4% | 13,177 | +29.5% | 0.02% | +15.4% |
| Q3 2016 | $1,353,000 | -2.8% | 10,179 | -4.6% | 0.01% | -7.1% |
| Q2 2016 | $1,392,000 | +49.8% | 10,667 | +41.5% | 0.01% | +55.6% |
| Q1 2016 | $929,000 | -15.1% | 7,537 | -8.4% | 0.01% | -18.2% |
| Q4 2015 | $1,094,000 | +5.4% | 8,231 | -2.8% | 0.01% | -15.4% |
| Q3 2015 | $1,038,000 | +7.0% | 8,471 | +22.2% | 0.01% | +18.2% |
| Q2 2015 | $970,000 | +14.0% | 6,933 | +10.5% | 0.01% | +10.0% |
| Q1 2015 | $851,000 | +179.0% | 6,276 | +158.7% | 0.01% | +150.0% |
| Q4 2014 | $305,000 | – | 2,426 | – | 0.00% | – |
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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% |