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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $309,462 | -4.0% | 1,316 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $322,257 | +2.7% | 1,316 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $313,885 | -3.9% | 1,316 | 0.0% | 0.02% | -10.5% |
| Q4 2022 | $326,508 | +11.1% | 1,316 | 0.0% | 0.02% | -9.5% |
| Q3 2022 | $294,000 | -12.2% | 1,316 | -7.5% | 0.02% | -8.7% |
| Q2 2022 | $335,000 | -7.5% | 1,423 | 0.0% | 0.02% | +15.0% |
| Q1 2022 | $362,000 | -4.5% | 1,423 | 0.0% | 0.02% | -4.8% |
| Q4 2021 | $379,000 | -99.9% | 1,423 | 0.0% | 0.02% | -4.5% |
| Q3 2021 | $351,783,000 | +0.0% | 1,423 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $351,740,000 | +8.0% | 1,423 | 0.0% | 0.02% | +10.0% |
| Q1 2021 | $325,580,000 | +166864.1% | 1,423 | +63.0% | 0.02% | +66.7% |
| Q4 2020 | $195,000 | -99.9% | 873 | +30.3% | 0.01% | -33.3% |
| Q3 2020 | $136,778,000 | +6.0% | 670 | -40.5% | 0.02% | 0.0% |
| Q2 2020 | $128,992,000 | +16.5% | 1,126 | +68.8% | 0.02% | -10.0% |
| Q1 2020 | $110,764,000 | -13.2% | 667 | +0.3% | 0.02% | +17.6% |
| Q4 2019 | $127,592,000 | +153625.3% | 665 | +33.0% | 0.02% | +41.7% |
| Q3 2019 | $83,000 | -99.9% | 500 | -37.7% | 0.01% | -42.9% |
| Q2 2019 | $139,417,000 | – | 802 | – | 0.02% | – |
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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% |