VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 591 filers reported holding VANGUARD WORLD FDS in Q2 2020. The put-call ratio across all filers is 0.82 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $68,683,000 | -4.5% | 270 | 0.0% | 0.03% | +3.6% |
| Q4 2021 | $71,933,000 | +7.4% | 270 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $66,974,000 | +0.4% | 270 | 0.0% | 0.03% | +3.7% |
| Q2 2021 | $66,725,000 | +10.5% | 270 | 0.0% | 0.03% | -6.9% |
| Q4 2020 | $60,407,000 | +9.7% | 270 | 0.0% | 0.03% | 0.0% |
| Q3 2020 | $55,080,000 | +5.9% | 270 | 0.0% | 0.03% | -9.4% |
| Q2 2020 | $52,016,000 | +16.0% | 270 | 0.0% | 0.03% | -8.6% |
| Q1 2020 | $44,844,000 | -14.0% | 270 | -0.7% | 0.04% | +16.7% |
| Q4 2019 | $52,153,000 | -31.2% | 272 | -39.8% | 0.03% | -34.8% |
| Q3 2019 | $75,791,000 | -3.6% | 452 | 0.0% | 0.05% | -2.1% |
| Q2 2019 | $78,621,000 | -23.9% | 452 | -24.5% | 0.05% | -23.0% |
| Q1 2019 | $103,316,000 | +138.3% | 599 | +121.9% | 0.06% | +45.2% |
| Q4 2018 | $43,362,000 | -11.0% | 270 | 0.0% | 0.04% | +13.5% |
| Q3 2018 | $48,711,000 | -17.3% | 270 | -27.0% | 0.04% | -19.6% |
| Q2 2018 | $58,882,000 | +42.0% | 370 | +37.0% | 0.05% | +35.3% |
| Q1 2018 | $41,453,000 | -0.4% | 270 | 0.0% | 0.03% | -2.9% |
| Q4 2017 | $41,617,000 | +1.2% | 270 | 0.0% | 0.04% | +2.9% |
| Q3 2017 | $41,115,000 | +3.3% | 270 | 0.0% | 0.03% | -2.9% |
| Q2 2017 | $39,789,000 | +6.9% | 270 | 0.0% | 0.04% | +12.9% |
| Q1 2017 | $37,211,000 | – | 270 | – | 0.03% | – |
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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% |