VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 898 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $850,000 | +131.0% | 3,798 | +110.8% | 0.02% | +28.6% |
| Q3 2020 | $368,000 | -1.6% | 1,802 | -7.1% | 0.01% | -6.7% |
| Q2 2020 | $374,000 | -4.1% | 1,940 | -17.3% | 0.02% | -28.6% |
| Q1 2020 | $390,000 | -84.4% | 2,347 | -82.0% | 0.02% | -76.4% |
| Q4 2019 | $2,496,000 | +9.2% | 13,018 | -4.5% | 0.09% | +1.1% |
| Q3 2019 | $2,286,000 | -2.6% | 13,634 | +1.0% | 0.09% | -11.1% |
| Q2 2019 | $2,347,000 | +8.0% | 13,496 | +7.1% | 0.10% | +4.2% |
| Q1 2019 | $2,173,000 | +19.3% | 12,600 | +24.8% | 0.10% | +18.8% |
| Q4 2018 | $1,821,000 | 0.0% | 10,096 | 0.0% | 0.08% | 0.0% |
| Q3 2018 | $1,821,000 | +26.9% | 10,096 | +11.9% | 0.08% | +15.9% |
| Q2 2018 | $1,435,000 | +6.6% | 9,019 | +2.9% | 0.07% | -12.7% |
| Q1 2018 | $1,346,000 | +23.6% | 8,769 | +24.1% | 0.08% | +9.7% |
| Q4 2017 | $1,089,000 | +6.6% | 7,067 | +5.3% | 0.07% | -7.7% |
| Q3 2017 | $1,022,000 | -2.9% | 6,710 | -6.1% | 0.08% | -17.9% |
| Q2 2017 | $1,053,000 | +8.7% | 7,147 | +1.6% | 0.10% | -11.2% |
| Q1 2017 | $969,000 | +4.1% | 7,031 | -4.2% | 0.11% | -14.4% |
| Q4 2016 | $931,000 | -7.2% | 7,340 | -2.7% | 0.12% | -16.1% |
| Q3 2016 | $1,003,000 | -7.2% | 7,547 | -8.9% | 0.15% | -19.0% |
| Q2 2016 | $1,081,000 | +3.1% | 8,283 | -2.6% | 0.18% | +1.1% |
| Q1 2016 | $1,049,000 | -28.5% | 8,504 | -23.0% | 0.18% | -51.1% |
| Q4 2015 | $1,467,000 | +92.8% | 11,039 | +77.7% | 0.37% | +53.1% |
| Q3 2015 | $761,000 | -38.9% | 6,211 | -30.2% | 0.24% | -30.2% |
| Q2 2015 | $1,246,000 | +1.2% | 8,902 | -2.0% | 0.35% | -8.4% |
| Q1 2015 | $1,231,000 | +18.4% | 9,080 | +9.7% | 0.38% | -5.5% |
| Q4 2014 | $1,040,000 | – | 8,280 | – | 0.40% | – |
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% |