VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 722 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $4,677 | -3.7% | 19,613 | +0.1% | 0.08% | -15.6% |
| Q4 2022 | $4,859 | -99.9% | 19,587 | +5.0% | 0.10% | -1.0% |
| Q3 2022 | $4,175,000 | -4.8% | 18,661 | +0.2% | 0.10% | 0.0% |
| Q2 2022 | $4,385,000 | -7.5% | 18,620 | -0.1% | 0.10% | +7.8% |
| Q1 2022 | $4,741,000 | +11.8% | 18,637 | -1.7% | 0.09% | -10.0% |
| Q4 2021 | $4,242,000 | -8.6% | 18,959 | +1.0% | 0.10% | +8.7% |
| Q3 2021 | $4,639,000 | +0.1% | 18,770 | +0.1% | 0.09% | +1.1% |
| Q2 2021 | $4,635,000 | +7.4% | 18,757 | -0.5% | 0.09% | -9.9% |
| Q1 2021 | $4,314,000 | +1.7% | 18,859 | -0.5% | 0.10% | -1.9% |
| Q4 2020 | $4,242,000 | +7.9% | 18,959 | -1.7% | 0.10% | -6.4% |
| Q3 2020 | $3,933,000 | +6.0% | 19,279 | +0.1% | 0.11% | -4.3% |
| Q2 2020 | $3,712,000 | +42.3% | 19,268 | +22.6% | 0.12% | +22.3% |
| Q1 2020 | $2,609,000 | +923.1% | 15,711 | +1083.1% | 0.09% | +1242.9% |
| Q4 2019 | $255,000 | +16.4% | 1,328 | +1.5% | 0.01% | 0.0% |
| Q3 2019 | $219,000 | -2.7% | 1,308 | +0.9% | 0.01% | 0.0% |
| Q2 2019 | $225,000 | – | 1,296 | – | 0.01% | – |
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% |