VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 728 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 1.03 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,355,323 | -2.2% | 5,765 | +1.8% | 0.74% | +19.6% |
| Q2 2023 | $1,385,949 | -35.4% | 5,661 | -37.1% | 0.62% | -33.7% |
| Q1 2023 | $2,145,434 | -1.7% | 8,997 | +2.3% | 0.93% | -5.7% |
| Q4 2022 | $2,181,563 | +18.7% | 8,794 | +7.1% | 0.99% | +18.0% |
| Q3 2022 | $1,838,000 | -3.0% | 8,213 | +2.1% | 0.84% | +10.0% |
| Q2 2022 | $1,894,000 | -12.7% | 8,043 | -5.7% | 0.76% | -2.4% |
| Q1 2022 | $2,169,000 | +5.8% | 8,526 | +10.8% | 0.78% | +40.5% |
| Q4 2021 | $2,050,000 | +9.7% | 7,695 | +1.8% | 0.56% | +10.8% |
| Q3 2021 | $1,868,000 | -2.9% | 7,558 | -2.9% | 0.50% | +14.1% |
| Q2 2021 | $1,924,000 | +8.0% | 7,786 | 0.0% | 0.44% | -33.2% |
| Q1 2021 | $1,781,000 | -61.0% | 7,786 | -61.9% | 0.66% | -44.4% |
| Q4 2020 | $4,571,000 | +11.8% | 20,436 | +2.0% | 1.18% | -15.3% |
| Q3 2020 | $4,090,000 | +12.7% | 20,044 | +6.4% | 1.40% | -0.9% |
| Q2 2020 | $3,630,000 | +55.5% | 18,844 | +33.9% | 1.41% | +25.0% |
| Q1 2020 | $2,335,000 | – | 14,069 | – | 1.13% | – |
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% |