VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 698 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.88 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $338,779 | -4.0% | 1,441 | 0.0% | 0.13% | +0.8% |
| Q2 2023 | $352,786 | +2.7% | 1,441 | 0.0% | 0.13% | -3.8% |
| Q1 2023 | $343,621 | +95616.2% | 1,441 | -0.6% | 0.13% | -8.4% |
| Q4 2022 | $359 | -99.9% | 1,449 | +3.4% | 0.14% | +2.9% |
| Q3 2022 | $313,000 | -8.5% | 1,401 | -3.4% | 0.14% | -1.4% |
| Q2 2022 | $342,000 | -7.8% | 1,451 | -0.5% | 0.14% | +9.3% |
| Q1 2022 | $371,000 | -4.6% | 1,459 | 0.0% | 0.13% | 0.0% |
| Q4 2021 | $389,000 | +7.8% | 1,459 | 0.0% | 0.13% | -1.5% |
| Q3 2021 | $361,000 | +2.8% | 1,459 | +2.8% | 0.13% | +5.6% |
| Q2 2021 | $351,000 | +3.5% | 1,419 | -4.2% | 0.12% | -5.3% |
| Q1 2021 | $339,000 | +2.4% | 1,481 | 0.0% | 0.13% | -6.4% |
| Q4 2020 | $331,000 | +23.5% | 1,481 | +12.5% | 0.14% | +7.7% |
| Q3 2020 | $268,000 | +5.5% | 1,316 | 0.0% | 0.13% | 0.0% |
| Q2 2020 | $254,000 | +17.6% | 1,316 | +1.3% | 0.13% | -7.1% |
| Q1 2020 | $216,000 | -8.1% | 1,299 | +5.9% | 0.14% | +20.7% |
| Q4 2019 | $235,000 | +14.1% | 1,227 | 0.0% | 0.12% | +3.6% |
| Q3 2019 | $206,000 | -3.3% | 1,227 | 0.0% | 0.11% | -5.1% |
| Q2 2019 | $213,000 | +0.5% | 1,227 | 0.0% | 0.12% | -4.8% |
| Q1 2019 | $212,000 | +0.5% | 1,227 | +5.1% | 0.12% | +7.8% |
| Q3 2018 | $211,000 | – | 1,167 | – | 0.12% | – |
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% |