VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 472 filers reported holding VANGUARD WORLD FDS in Q4 2018. The put-call ratio across all filers is 3.13 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,002,670 | -6.6% | 4,265 | -2.7% | 0.12% | 0.0% |
| Q2 2023 | $1,072,993 | -19.3% | 4,383 | -21.4% | 0.12% | -11.5% |
| Q1 2023 | $1,329,369 | -16.2% | 5,575 | -12.8% | 0.13% | -15.0% |
| Q4 2022 | $1,586,492 | +33.0% | 6,396 | +20.0% | 0.15% | +7.7% |
| Q3 2022 | $1,193,000 | +3.1% | 5,332 | +8.5% | 0.14% | +23.5% |
| Q2 2022 | $1,157,000 | -99.9% | 4,914 | +1.6% | 0.12% | +13.9% |
| Q1 2022 | $1,230,261,000 | -3.7% | 4,836 | +0.8% | 0.10% | -1.9% |
| Q4 2021 | $1,278,124,000 | +14.6% | 4,797 | +6.3% | 0.10% | +6.2% |
| Q3 2021 | $1,115,373,000 | +146082.6% | 4,513 | +46.2% | 0.10% | +1.0% |
| Q2 2021 | $763,000 | -21.4% | 3,086 | -27.3% | 0.10% | -6.8% |
| Q1 2021 | $971,000 | +32.1% | 4,243 | +29.2% | 0.10% | +10.8% |
| Q4 2020 | $735,000 | +5.3% | 3,283 | -0.1% | 0.09% | -1.1% |
| Q3 2020 | $698,000 | +9.4% | 3,286 | -0.8% | 0.09% | -8.7% |
| Q2 2020 | $638,000 | +16.4% | 3,313 | +0.5% | 0.10% | -10.4% |
| Q1 2020 | $548,000 | -12.7% | 3,298 | +0.5% | 0.12% | +6.5% |
| Q4 2019 | $628,000 | +50.6% | 3,282 | +35.9% | 0.11% | -3.6% |
| Q1 2019 | $417,000 | -50.5% | 2,415 | -47.5% | 0.11% | -6.7% |
| Q3 2018 | $842,000 | +194.4% | 4,598 | +156.2% | 0.12% | +37.9% |
| Q2 2018 | $286,000 | +13.5% | 1,795 | +9.4% | 0.09% | +11.5% |
| Q1 2018 | $252,000 | – | 1,641 | – | 0.08% | – |
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% |