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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,575,000 | -0.3% | 6,688 | +7.7% | 0.00% | -98.4% |
| Q1 2022 | $1,580,000 | -4.9% | 6,210 | -0.4% | 0.12% | +6.1% |
| Q4 2021 | $1,661,000 | +20.8% | 6,233 | +12.1% | 0.12% | +8.5% |
| Q3 2021 | $1,375,000 | +2.5% | 5,561 | +2.4% | 0.11% | -28.4% |
| Q2 2021 | $1,342,000 | +11.2% | 5,429 | +2.9% | 0.15% | +5.0% |
| Q1 2021 | $1,207,000 | -4.9% | 5,278 | -6.9% | 0.14% | -14.0% |
| Q4 2020 | $1,269,000 | +31.0% | 5,672 | +19.4% | 0.16% | +43.9% |
| Q3 2020 | $969,000 | +113.0% | 4,749 | +100.9% | 0.11% | +128.0% |
| Q2 2020 | $455,000 | +97.0% | 2,364 | +76.7% | 0.05% | +25.0% |
| Q1 2019 | $231,000 | -16.9% | 1,338 | -22.7% | 0.04% | -31.0% |
| Q4 2018 | $278,000 | +13.0% | 1,731 | +27.2% | 0.06% | -3.3% |
| Q3 2018 | $246,000 | -16.3% | 1,361 | -43.0% | 0.06% | -86.3% |
| Q1 2016 | $294,000 | -49.7% | 2,388 | -45.7% | 0.44% | -41.2% |
| Q4 2015 | $584,000 | -16.5% | 4,401 | -22.9% | 0.75% | -24.7% |
| Q3 2015 | $699,000 | – | 5,707 | – | 0.99% | – |
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% |