VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 260 filers reported holding VANGUARD WORLD FDS in Q3 2016. The put-call ratio across all filers is 0.51 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $142,000 | +15.4% | 741 | 0.0% | 0.04% | +2.4% |
| Q1 2020 | $123,000 | -13.4% | 741 | 0.0% | 0.04% | +5.0% |
| Q4 2019 | $142,000 | +14.5% | 741 | 0.0% | 0.04% | +11.1% |
| Q3 2019 | $124,000 | -3.1% | 741 | 0.0% | 0.04% | -5.3% |
| Q2 2019 | $128,000 | 0.0% | 741 | 0.0% | 0.04% | -5.0% |
| Q1 2019 | $128,000 | +7.6% | 741 | 0.0% | 0.04% | 0.0% |
| Q4 2018 | $119,000 | -11.2% | 741 | 0.0% | 0.04% | 0.0% |
| Q3 2018 | $134,000 | +13.6% | 741 | 0.0% | 0.04% | +5.3% |
| Q2 2018 | $118,000 | +4.4% | 741 | 0.0% | 0.04% | +5.6% |
| Q1 2018 | $113,000 | -0.9% | 741 | 0.0% | 0.04% | +2.9% |
| Q4 2017 | $114,000 | +0.9% | 741 | 0.0% | 0.04% | -10.3% |
| Q3 2017 | $113,000 | +2.7% | 741 | 0.0% | 0.04% | -13.3% |
| Q2 2017 | $110,000 | +7.8% | 741 | 0.0% | 0.04% | -38.4% |
| Q1 2017 | $102,000 | +8.5% | 741 | 0.0% | 0.07% | +2.8% |
| Q4 2016 | $94,000 | -4.1% | 741 | 0.0% | 0.07% | -9.0% |
| Q3 2016 | $98,000 | +1.0% | 741 | 0.0% | 0.08% | +11.4% |
| Q2 2016 | $97,000 | +6.6% | 741 | 0.0% | 0.07% | +11.1% |
| Q1 2016 | $91,000 | -7.1% | 741 | 0.0% | 0.06% | -17.1% |
| Q4 2015 | $98,000 | – | 741 | – | 0.08% | – |
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% |