VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 340 filers reported holding VANGUARD WORLD FDS in Q3 2017. The put-call ratio across all filers is 0.94 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $234,160 | -4.0% | 996 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $243,841 | +2.7% | 996 | 0.0% | 0.02% | -4.5% |
| Q1 2023 | $237,507 | +17.0% | 996 | +25.1% | 0.02% | +57.1% |
| Q1 2022 | $203,000 | -36.2% | 796 | -33.4% | 0.01% | -33.3% |
| Q4 2021 | $318,000 | +7.8% | 1,196 | 0.0% | 0.02% | -4.5% |
| Q3 2021 | $295,000 | -1.7% | 1,196 | -1.6% | 0.02% | 0.0% |
| Q2 2021 | $300,000 | +7.9% | 1,216 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $278,000 | +20.9% | 1,216 | +18.5% | 0.02% | +15.8% |
| Q4 2020 | $230,000 | +2.2% | 1,026 | -6.8% | 0.02% | -9.5% |
| Q3 2020 | $225,000 | +8.7% | 1,101 | +2.4% | 0.02% | +5.0% |
| Q2 2020 | $207,000 | -5.9% | 1,075 | -27.9% | 0.02% | -31.0% |
| Q2 2017 | $220,000 | +7.3% | 1,490 | 0.0% | 0.03% | +7.4% |
| Q1 2017 | $205,000 | – | 1,490 | – | 0.03% | – |
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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% |