VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 325 filers reported holding VANGUARD WORLD FDS in Q2 2017. The put-call ratio across all filers is 0.96 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $287,292 | -7.7% | 1,222 | -3.9% | 0.01% | -20.0% |
| Q2 2023 | $311,411 | -4.5% | 1,272 | -6.9% | 0.01% | -9.1% |
| Q1 2023 | $325,975 | +3.3% | 1,367 | +7.5% | 0.01% | 0.0% |
| Q4 2022 | $315,520 | +10.7% | 1,272 | 0.0% | 0.01% | +10.0% |
| Q3 2022 | $285,000 | -5.0% | 1,272 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $300,000 | -7.4% | 1,272 | 0.0% | 0.01% | +11.1% |
| Q1 2022 | $324,000 | -4.4% | 1,272 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $339,000 | +8.0% | 1,272 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $314,000 | 0.0% | 1,272 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $314,000 | +7.9% | 1,272 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $291,000 | +2.1% | 1,272 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $285,000 | +10.0% | 1,272 | 0.0% | 0.01% | -10.0% |
| Q3 2020 | $259,000 | +5.7% | 1,272 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $245,000 | +16.1% | 1,272 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $211,000 | -18.2% | 1,272 | -5.6% | 0.01% | 0.0% |
| Q4 2019 | $258,000 | +18.9% | 1,347 | +4.3% | 0.01% | 0.0% |
| Q3 2019 | $217,000 | -4.0% | 1,292 | -0.8% | 0.01% | 0.0% |
| Q2 2019 | $226,000 | +289.7% | 1,302 | +216.0% | 0.01% | +100.0% |
| Q1 2017 | $58,000 | – | 412 | – | 0.01% | – |
Download | ||||||
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% |