VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 291 filers reported holding VANGUARD WORLD FDS in Q4 2016. The put-call ratio across all filers is 0.63 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $160,573 | -5.4% | 683 | -1.4% | 0.02% | -5.0% |
| Q2 2023 | $169,660 | -3.9% | 693 | -6.4% | 0.02% | -16.7% |
| Q1 2023 | $176,460 | -22.8% | 740 | -19.7% | 0.02% | -27.3% |
| Q4 2022 | $228,702 | +11.0% | 922 | 0.0% | 0.03% | -5.7% |
| Q3 2022 | $206,000 | -5.1% | 922 | 0.0% | 0.04% | -2.8% |
| Q2 2022 | $217,000 | -11.8% | 922 | -4.9% | 0.04% | -21.7% |
| Q1 2022 | $246,000 | 0.0% | 969 | +5.1% | 0.05% | +15.0% |
| Q4 2021 | $246,000 | +100.0% | 922 | +84.8% | 0.04% | +48.1% |
| Q3 2021 | $123,000 | +92.2% | 499 | +91.9% | 0.03% | +68.8% |
| Q2 2021 | $64,000 | +8.5% | 260 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $59,000 | +1.7% | 260 | 0.0% | 0.02% | -11.1% |
| Q4 2020 | $58,000 | +20.8% | 260 | +10.6% | 0.02% | +5.9% |
| Q3 2020 | $48,000 | +269.2% | 235 | +197.5% | 0.02% | +183.3% |
| Q1 2020 | $13,000 | -67.5% | 79 | -68.4% | 0.01% | -57.1% |
| Q4 2018 | $40,000 | +1233.3% | 250 | +1150.0% | 0.01% | +600.0% |
| Q4 2016 | $3,000 | – | 20 | – | 0.00% | – |
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% |