VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 479 filers reported holding VANGUARD WORLD FDS in Q1 2019. The put-call ratio across all filers is 0.72 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,546,321 | -3.7% | 40,600 | +0.3% | 1.99% | -0.6% |
| Q2 2023 | $9,917,609 | +2.7% | 40,493 | -0.0% | 2.00% | +2.0% |
| Q1 2023 | $9,660,440 | -2.7% | 40,509 | +1.2% | 1.96% | -6.7% |
| Q4 2022 | $9,926,027 | +22.6% | 40,014 | +10.6% | 2.10% | +10.8% |
| Q3 2022 | $8,094,000 | -11.4% | 36,186 | +0.8% | 1.90% | +13.8% |
| Q2 2022 | $9,132,000 | 0.0% | 35,893 | -0.0% | 1.67% | +0.1% |
| Q1 2022 | $9,132,000 | -3.4% | 35,904 | -27.2% | 1.67% | +1.4% |
| Q4 2021 | $9,454,000 | +9.1% | 49,341 | +40.7% | 1.64% | +1.7% |
| Q3 2021 | $8,667,000 | +1.0% | 35,074 | +1.0% | 1.62% | -1.0% |
| Q2 2021 | $8,582,000 | +1.1% | 34,731 | -6.5% | 1.63% | +11.4% |
| Q1 2021 | $8,492,000 | +6.3% | 37,129 | +4.0% | 1.47% | -16.3% |
| Q4 2020 | $7,987,000 | +10.6% | 35,694 | +0.8% | 1.75% | -3.4% |
| Q3 2020 | $7,223,000 | +4.2% | 35,403 | -1.2% | 1.81% | -4.4% |
| Q2 2020 | $6,934,000 | +18.6% | 35,826 | +1.7% | 1.90% | -4.8% |
| Q1 2020 | $5,848,000 | -13.6% | 35,219 | -0.3% | 1.99% | +12.6% |
| Q4 2019 | $6,772,000 | +14.0% | 35,311 | -0.3% | 1.77% | +22.5% |
| Q3 2019 | $5,941,000 | -3.6% | 35,414 | 0.0% | 1.44% | -3.4% |
| Q2 2019 | $6,163,000 | -0.5% | 35,414 | -1.4% | 1.49% | -7.0% |
| Q1 2019 | $6,192,000 | +7.8% | 35,910 | +0.4% | 1.60% | -4.9% |
| Q4 2018 | $5,742,000 | -2.5% | 35,761 | +9.6% | 1.69% | +7.1% |
| Q3 2018 | $5,888,000 | +13.5% | 32,630 | +0.1% | 1.57% | +7.7% |
| Q2 2018 | $5,188,000 | +3.6% | 32,593 | 0.0% | 1.46% | +3.4% |
| Q1 2018 | $5,006,000 | -0.0% | 32,593 | +0.3% | 1.41% | +0.3% |
| Q4 2017 | $5,008,000 | +1.5% | 32,492 | +0.3% | 1.41% | -4.0% |
| Q3 2017 | $4,936,000 | +3.6% | 32,405 | +0.2% | 1.47% | -0.1% |
| Q2 2017 | $4,766,000 | +3.0% | 32,343 | -3.8% | 1.47% | -0.7% |
| Q1 2017 | $4,629,000 | +7.8% | 33,619 | -0.8% | 1.48% | -0.9% |
| Q4 2016 | $4,296,000 | -9.3% | 33,877 | -5.0% | 1.49% | -12.4% |
| Q3 2016 | $4,738,000 | +6.4% | 35,645 | +4.5% | 1.70% | +0.2% |
| Q2 2016 | $4,452,000 | -13.6% | 34,116 | -18.3% | 1.70% | -19.7% |
| Q1 2016 | $5,151,000 | -20.2% | 41,758 | -14.0% | 2.12% | -17.4% |
| Q4 2015 | $6,455,000 | – | 48,558 | – | 2.56% | – |
Download | ||||||
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% |