VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 471 filers reported holding VANGUARD WORLD FDS in Q2 2019. The put-call ratio across all filers is 0.55 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,055 | -4.0% | 8,740 | 0.0% | 0.20% | -2.4% |
| Q2 2023 | $2,140 | +2.7% | 8,740 | 0.0% | 0.21% | -1.4% |
| Q1 2023 | $2,084 | -3.9% | 8,740 | 0.0% | 0.21% | -1.9% |
| Q4 2022 | $2,168 | -99.9% | 8,740 | 0.0% | 0.21% | -2.7% |
| Q3 2022 | $1,955,000 | -5.0% | 8,740 | 0.0% | 0.22% | -0.9% |
| Q2 2022 | $2,058,000 | -2.2% | 8,740 | +5.7% | 0.22% | +16.9% |
| Q1 2022 | $2,104,000 | +9.5% | 8,270 | +14.7% | 0.19% | +5.0% |
| Q4 2021 | $1,921,000 | +75.9% | 7,210 | +63.1% | 0.18% | +63.6% |
| Q3 2021 | $1,092,000 | +92.3% | 4,420 | +92.2% | 0.11% | +96.4% |
| Q2 2021 | $568,000 | -68.2% | 2,300 | -75.3% | 0.06% | -69.7% |
| Q4 2019 | $1,787,000 | +59.3% | 9,320 | +39.3% | 0.18% | +52.9% |
| Q3 2019 | $1,122,000 | -3.6% | 6,690 | 0.0% | 0.12% | -3.2% |
| Q2 2019 | $1,164,000 | – | 6,690 | – | 0.12% | – |
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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% |