VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 291 filers reported holding VANGUARD WORLD FDS in Q4 2016. The put-call ratio across all filers is 0.63 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $26,780,000 | +9.6% | 108,364 | +1.5% | 18.74% | +4.0% |
| Q1 2021 | $24,429,000 | +4.4% | 106,792 | +2.2% | 18.01% | +4.1% |
| Q4 2020 | $23,389,000 | +8.5% | 104,540 | -1.0% | 17.30% | +2.3% |
| Q3 2020 | $21,547,000 | +7.3% | 105,623 | +1.3% | 16.91% | -7.2% |
| Q2 2020 | $20,090,000 | +478.6% | 104,281 | +398.9% | 18.21% | +114.8% |
| Q1 2020 | $3,472,000 | -19.7% | 20,904 | -7.3% | 8.48% | +194.0% |
| Q4 2019 | $4,326,000 | +13.7% | 22,561 | -0.6% | 2.88% | +20.1% |
| Q3 2019 | $3,805,000 | -3.8% | 22,691 | -0.3% | 2.40% | -8.4% |
| Q2 2019 | $3,957,000 | -1.1% | 22,749 | -1.9% | 2.62% | +0.3% |
| Q1 2019 | $4,000,000 | +7.4% | 23,189 | 0.0% | 2.61% | -27.1% |
| Q4 2018 | $3,724,000 | -11.2% | 23,189 | -0.3% | 3.58% | +39.8% |
| Q3 2018 | $4,194,000 | +12.8% | 23,248 | -0.5% | 2.56% | +0.2% |
| Q2 2018 | $3,719,000 | -4.2% | 23,369 | -7.6% | 2.56% | -6.7% |
| Q1 2018 | $3,881,000 | -1.3% | 25,279 | -0.9% | 2.74% | -0.3% |
| Q4 2017 | $3,933,000 | -2.1% | 25,517 | -3.3% | 2.75% | -10.7% |
| Q3 2017 | $4,018,000 | +3.3% | 26,387 | 0.0% | 3.08% | -1.1% |
| Q2 2017 | $3,889,000 | +6.9% | 26,387 | 0.0% | 3.12% | +24.8% |
| Q1 2017 | $3,637,000 | -1.2% | 26,387 | -9.2% | 2.50% | +3.6% |
| Q4 2016 | $3,682,000 | – | 29,045 | – | 2.41% | – |
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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% |