VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 570 filers reported holding VANGUARD WORLD FDS in Q4 2019. The put-call ratio across all filers is 0.67 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $236,888 | +10.7% | 955 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $214,000 | -4.9% | 955 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $225,000 | -8.5% | 955 | -1.2% | 0.02% | 0.0% |
| Q1 2022 | $246,000 | -37.6% | 967 | -34.7% | 0.02% | -36.7% |
| Q4 2021 | $394,000 | +7.7% | 1,480 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $366,000 | 0.0% | 1,480 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $366,000 | +8.0% | 1,480 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $339,000 | -47.5% | 1,480 | -48.1% | 0.03% | +3.4% |
| Q4 2020 | $646,000 | +130.7% | 2,854 | +107.7% | 0.03% | +3.6% |
| Q3 2020 | $280,000 | +5.7% | 1,374 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $265,000 | +16.2% | 1,374 | 0.0% | 0.03% | -3.4% |
| Q1 2020 | $228,000 | +39.9% | 1,374 | +61.8% | 0.03% | +61.1% |
| Q4 2019 | $163,000 | +14.8% | 849 | 0.0% | 0.02% | +5.9% |
| Q3 2019 | $142,000 | -4.1% | 849 | 0.0% | 0.02% | -5.6% |
| Q2 2019 | $148,000 | +22.3% | 849 | +21.5% | 0.02% | +28.6% |
| Q1 2019 | $121,000 | +8.0% | 699 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $112,000 | +6.7% | 699 | +20.5% | 0.01% | +16.7% |
| Q3 2018 | $105,000 | +2000.0% | 580 | +1900.0% | 0.01% | +1100.0% |
| Q2 2018 | $5,000 | +25.0% | 29 | 0.0% | 0.00% | – |
| Q1 2018 | $4,000 | -69.2% | 29 | -66.3% | 0.00% | -100.0% |
| Q4 2017 | $13,000 | +44.4% | 86 | +50.9% | 0.00% | +100.0% |
| Q3 2017 | $9,000 | +12.5% | 57 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $8,000 | – | 57 | – | 0.00% | – |
Download | ||||||
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% |
| EXECUTIVE WEALTH GROUP LLC | 52,272 | $10,070,105 | 8.06% |
| 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% |