VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 731 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $201,000 | -10.3% | 753 | -24.7% | 0.02% | -31.4% |
| Q4 2020 | $224,000 | +9.8% | 1,000 | 0.0% | 0.04% | -7.9% |
| Q3 2020 | $204,000 | -23.0% | 1,000 | -27.3% | 0.04% | -26.9% |
| Q2 2020 | $265,000 | +16.2% | 1,375 | 0.0% | 0.05% | -8.8% |
| Q1 2020 | $228,000 | -16.5% | 1,375 | -3.5% | 0.06% | +7.5% |
| Q4 2019 | $273,000 | +14.2% | 1,425 | 0.0% | 0.05% | +1.9% |
| Q3 2019 | $239,000 | -3.6% | 1,425 | 0.0% | 0.05% | -8.8% |
| Q2 2019 | $248,000 | +0.8% | 1,425 | 0.0% | 0.06% | -1.7% |
| Q1 2019 | $246,000 | +7.4% | 1,425 | 0.0% | 0.06% | -7.9% |
| Q4 2018 | $229,000 | – | 1,425 | – | 0.06% | – |
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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% |
| EXECUTIVE WEALTH GROUP LLC | 52,272 | $10,070,105 | 8.06% |
| 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% |