VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 465 filers reported holding VANGUARD WORLD FDS in Q3 2019. The put-call ratio across all filers is 0.82 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $274,688 | -4.0% | 1,168 | 0.0% | 0.08% | -2.4% |
| Q2 2023 | $286,039 | +2.7% | 1,168 | 0.0% | 0.08% | -4.6% |
| Q1 2023 | $278,608 | -3.9% | 1,168 | 0.0% | 0.09% | -11.2% |
| Q4 2022 | $289,807 | +11.0% | 1,168 | 0.0% | 0.10% | -2.0% |
| Q3 2022 | $261,000 | -5.1% | 1,168 | 0.0% | 0.10% | -6.5% |
| Q2 2022 | $275,000 | -7.4% | 1,168 | 0.0% | 0.11% | +7.0% |
| Q1 2022 | $297,000 | -4.5% | 1,168 | 0.0% | 0.10% | -2.9% |
| Q4 2021 | $311,000 | +8.0% | 1,168 | 0.0% | 0.10% | -3.7% |
| Q3 2021 | $288,000 | -2.4% | 1,168 | -2.3% | 0.11% | -5.3% |
| Q2 2021 | $295,000 | +8.1% | 1,196 | 0.0% | 0.11% | -0.9% |
| Q1 2021 | $273,000 | +1.9% | 1,196 | 0.0% | 0.11% | -7.3% |
| Q4 2020 | $268,000 | +9.8% | 1,196 | 0.0% | 0.12% | -1.6% |
| Q3 2020 | $244,000 | +5.6% | 1,196 | 0.0% | 0.12% | -4.6% |
| Q2 2020 | $231,000 | -13.5% | 1,196 | -25.7% | 0.13% | -36.4% |
| Q1 2020 | $267,000 | -13.6% | 1,610 | 0.0% | 0.21% | +6.2% |
| Q4 2019 | $309,000 | +14.4% | 1,610 | 0.0% | 0.19% | +6.0% |
| Q3 2019 | $270,000 | -3.2% | 1,610 | +0.4% | 0.18% | -4.2% |
| Q2 2019 | $279,000 | -11.4% | 1,603 | -12.2% | 0.19% | -13.2% |
| Q1 2019 | $315,000 | +7.5% | 1,826 | 0.0% | 0.22% | -6.4% |
| Q4 2018 | $293,000 | -10.9% | 1,826 | 0.0% | 0.24% | +6.3% |
| Q3 2018 | $329,000 | +13.4% | 1,826 | 0.0% | 0.22% | +7.8% |
| Q2 2018 | $290,000 | +3.2% | 1,826 | 0.0% | 0.20% | +2.0% |
| Q1 2018 | $281,000 | 0.0% | 1,826 | 0.0% | 0.20% | +3.6% |
| Q4 2017 | $281,000 | – | 1,826 | – | 0.19% | – |
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% |