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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $309,000 | +3.3% | 1,160 | -4.1% | 0.19% | -0.5% |
| Q3 2021 | $299,000 | 0.0% | 1,210 | 0.0% | 0.19% | +2.6% |
| Q2 2021 | $299,000 | +8.3% | 1,210 | 0.0% | 0.19% | +1.6% |
| Q1 2021 | $276,000 | +2.2% | 1,210 | 0.0% | 0.19% | -2.6% |
| Q4 2020 | $270,000 | +9.3% | 1,210 | -0.4% | 0.19% | -3.0% |
| Q3 2020 | $247,000 | +5.6% | 1,215 | 0.0% | 0.20% | -4.8% |
| Q2 2020 | $234,000 | +16.4% | 1,215 | 0.0% | 0.21% | -4.6% |
| Q1 2020 | $201,000 | -12.6% | 1,215 | +1.0% | 0.22% | +14.8% |
| Q4 2019 | $230,000 | +14.4% | 1,203 | 0.0% | 0.19% | +9.2% |
| Q3 2019 | $201,000 | -3.8% | 1,203 | 0.0% | 0.17% | -3.9% |
| Q2 2019 | $209,000 | -0.9% | 1,203 | -2.0% | 0.18% | -3.7% |
| Q1 2019 | $211,000 | -0.9% | 1,228 | -7.5% | 0.19% | -11.0% |
| Q4 2018 | $213,000 | -27.3% | 1,328 | -18.4% | 0.21% | -15.0% |
| Q3 2018 | $293,000 | +13.1% | 1,628 | 0.0% | 0.25% | +15.4% |
| Q2 2018 | $259,000 | +4.0% | 1,628 | 0.0% | 0.21% | -0.5% |
| Q1 2018 | $249,000 | -0.4% | 1,628 | 0.0% | 0.22% | +4.9% |
| Q4 2017 | $250,000 | +1.2% | 1,628 | 0.0% | 0.20% | -2.8% |
| Q3 2017 | $247,000 | -58.3% | 1,628 | -59.6% | 0.21% | -56.0% |
| Q2 2017 | $593,000 | +6.8% | 4,028 | 0.0% | 0.48% | +4.3% |
| Q1 2017 | $555,000 | – | 4,028 | – | 0.46% | – |
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% |