VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 471 filers reported holding VANGUARD WORLD FDS in Q2 2019. The put-call ratio across all filers is 0.55 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2020 | $114,000 | +9.6% | 508 | 0.0% | 0.02% | -10.0% |
Q3 2020 | $104,000 | +6.1% | 508 | +0.4% | 0.02% | 0.0% |
Q2 2020 | $98,000 | +16.7% | 506 | +0.4% | 0.02% | -4.8% |
Q1 2020 | $84,000 | -55.1% | 504 | -48.2% | 0.02% | -47.5% |
Q4 2019 | $187,000 | -30.5% | 973 | -39.4% | 0.04% | -29.8% |
Q3 2019 | $269,000 | +36.5% | 1,605 | +41.4% | 0.06% | +35.7% |
Q2 2019 | $197,000 | -4.8% | 1,135 | -5.3% | 0.04% | -23.6% |
Q1 2019 | $207,000 | – | 1,199 | – | 0.06% | – |
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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% |
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% |
Morningstar Investment Management LLC | 191,895 | $36,969,000 | 5.10% |