VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 762 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $179,616 | +0.4% | 764 | 0.0% | 0.12% | +0.9% |
| Q2 2023 | $178,860 | -1.8% | 764 | 0.0% | 0.12% | -1.7% |
| Q1 2023 | $182,183 | -3.9% | 764 | 0.0% | 0.12% | -9.2% |
| Q4 2022 | $189,510 | +10.8% | 764 | 0.0% | 0.13% | +4.8% |
| Q3 2022 | $171,000 | -5.0% | 764 | 0.0% | 0.12% | +1.6% |
| Q2 2022 | $180,000 | -7.2% | 764 | 0.0% | 0.12% | +5.2% |
| Q1 2022 | $194,000 | -4.9% | 764 | 0.0% | 0.12% | -2.5% |
| Q4 2021 | $204,000 | -6.4% | 764 | -13.6% | 0.12% | -8.5% |
| Q3 2021 | $218,000 | -3.1% | 884 | -2.8% | 0.13% | -0.8% |
| Q2 2021 | $225,000 | +8.2% | 909 | 0.0% | 0.13% | +1.6% |
| Q1 2021 | $208,000 | +2.5% | 909 | 0.0% | 0.13% | -5.1% |
| Q4 2020 | $203,000 | +3.6% | 909 | -5.2% | 0.14% | -4.2% |
| Q3 2020 | $196,000 | +2.6% | 959 | -3.0% | 0.14% | -1.4% |
| Q2 2020 | $191,000 | +16.5% | 989 | 0.0% | 0.14% | +0.7% |
| Q1 2020 | $164,000 | -13.7% | 989 | 0.0% | 0.14% | +7.5% |
| Q4 2019 | $190,000 | +14.5% | 989 | 0.0% | 0.13% | +8.1% |
| Q3 2019 | $166,000 | -3.5% | 989 | 0.0% | 0.12% | -3.9% |
| Q2 2019 | $172,000 | +8.2% | 989 | +7.3% | 0.13% | +6.7% |
| Q1 2019 | $159,000 | +307.7% | 922 | +281.0% | 0.12% | +275.0% |
| Q4 2018 | $39,000 | -11.4% | 242 | 0.0% | 0.03% | -3.0% |
| Q3 2018 | $44,000 | -73.5% | 242 | -76.8% | 0.03% | -73.6% |
| Q2 2018 | $166,000 | +35.0% | 1,041 | +30.0% | 0.12% | +27.6% |
| Q1 2018 | $123,000 | +112.1% | 801 | +114.2% | 0.10% | +113.0% |
| Q4 2017 | $58,000 | +20.8% | 374 | +18.7% | 0.05% | +17.9% |
| Q3 2017 | $48,000 | +84.6% | 315 | +81.0% | 0.04% | +50.0% |
| Q2 2017 | $26,000 | +8.3% | 174 | 0.0% | 0.03% | +23.8% |
| Q1 2017 | $24,000 | +9.1% | 174 | 0.0% | 0.02% | +5.0% |
| Q4 2016 | $22,000 | -4.3% | 174 | 0.0% | 0.02% | -9.1% |
| Q3 2016 | $23,000 | 0.0% | 174 | 0.0% | 0.02% | -4.3% |
| Q2 2016 | $23,000 | +9.5% | 174 | 0.0% | 0.02% | +9.5% |
| Q1 2016 | $21,000 | -8.7% | 174 | 0.0% | 0.02% | -8.7% |
| Q4 2015 | $23,000 | +9.5% | 174 | 0.0% | 0.02% | +4.5% |
| Q3 2015 | $21,000 | -12.5% | 174 | 0.0% | 0.02% | 0.0% |
| Q2 2015 | $24,000 | 0.0% | 174 | 0.0% | 0.02% | -4.3% |
| Q1 2015 | $24,000 | – | 174 | – | 0.02% | – |
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% |