VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 444 filers reported holding VANGUARD WORLD FDS in Q3 2018. The put-call ratio across all filers is 0.52 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $41 | -100.0% | 168 | -65.0% | 0.00% | – |
Q1 2022 | $122,000 | -69.5% | 480 | -68.0% | 0.00% | – |
Q4 2021 | $400,000 | +4900.0% | 1,502 | +3751.3% | 0.00% | – |
Q1 2021 | $8,000 | -11.1% | 39 | -18.8% | 0.00% | – |
Q3 2020 | $9,000 | -99.2% | 48 | -99.1% | 0.00% | -100.0% |
Q2 2020 | $1,083,000 | +2827.0% | 5,626 | +2770.4% | 0.00% | – |
Q4 2019 | $37,000 | -85.8% | 196 | -88.0% | 0.00% | -100.0% |
Q4 2018 | $261,000 | +987.5% | 1,627 | +942.9% | 0.00% | – |
Q2 2018 | $24,000 | -4.0% | 156 | -6.6% | 0.00% | -100.0% |
Q1 2018 | $25,000 | +127.3% | 167 | +116.9% | 0.00% | – |
Q2 2017 | $11,000 | -60.7% | 77 | -62.4% | 0.00% | -100.0% |
Q1 2017 | $28,000 | -65.9% | 205 | -66.8% | 0.00% | -83.3% |
Q3 2016 | $82,000 | +110.3% | 618 | +103.3% | 0.01% | +100.0% |
Q2 2016 | $39,000 | -7.1% | 304 | -10.9% | 0.00% | 0.0% |
Q1 2016 | $42,000 | -81.9% | 341 | -80.1% | 0.00% | -88.9% |
Q1 2015 | $232,000 | -51.7% | 1,714 | -55.2% | 0.03% | -53.4% |
Q4 2014 | $480,000 | – | 3,822 | – | 0.06% | – |
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% |