VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 311 filers reported holding VANGUARD WORLD FDS in Q1 2017. The put-call ratio across all filers is 0.50 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $727,000 | +33.9% | 3,564 | +26.4% | 0.03% | -33.3% |
| Q2 2020 | $543,000 | +13.6% | 2,820 | -2.0% | 0.04% | -7.1% |
| Q1 2020 | $478,000 | -19.4% | 2,879 | -7.0% | 0.04% | +5.0% |
| Q4 2019 | $593,000 | +9.4% | 3,095 | -4.2% | 0.04% | 0.0% |
| Q3 2019 | $542,000 | -17.0% | 3,230 | -13.9% | 0.04% | -18.4% |
| Q2 2019 | $653,000 | +3.5% | 3,752 | +2.5% | 0.05% | +2.1% |
| Q1 2019 | $631,000 | +7.3% | 3,660 | 0.0% | 0.05% | -7.7% |
| Q4 2018 | $588,000 | -12.1% | 3,660 | -1.3% | 0.05% | -5.5% |
| Q3 2018 | $669,000 | +7.9% | 3,709 | -4.9% | 0.06% | -1.8% |
| Q2 2018 | $620,000 | +3.2% | 3,899 | -0.4% | 0.06% | -1.8% |
| Q1 2018 | $601,000 | -11.2% | 3,914 | -10.9% | 0.06% | -13.6% |
| Q4 2017 | $677,000 | -2.9% | 4,394 | -4.0% | 0.07% | -13.2% |
| Q3 2017 | $697,000 | -2.5% | 4,578 | -5.6% | 0.08% | -10.6% |
| Q2 2017 | $715,000 | +22.0% | 4,849 | +14.0% | 0.08% | +2.4% |
| Q1 2017 | $586,000 | +8.7% | 4,255 | 0.0% | 0.08% | +2.5% |
| Q4 2016 | $539,000 | -4.6% | 4,255 | 0.0% | 0.08% | -8.0% |
| Q3 2016 | $565,000 | +3.1% | 4,255 | +1.3% | 0.09% | -3.3% |
| Q2 2016 | $548,000 | +69.1% | 4,200 | +59.7% | 0.09% | +59.6% |
| Q1 2016 | $324,000 | -7.2% | 2,630 | 0.0% | 0.06% | -12.3% |
| Q4 2015 | $349,000 | – | 2,630 | – | 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% |