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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $80,009 | +1065.0% | 340,321 | +1113.1% | 11.96% | +973.1% |
| Q2 2023 | $6,868 | -85.5% | 28,053 | -85.9% | 1.12% | -84.2% |
| Q1 2023 | $47,480 | -20.2% | 199,110 | -17.0% | 7.08% | -54.4% |
| Q4 2022 | $59,487 | -99.9% | 239,817 | -9.9% | 15.52% | -9.8% |
| Q3 2022 | $59,513,000 | -5.0% | 266,039 | 0.0% | 17.21% | +43.3% |
| Q2 2022 | $62,652,000 | -26.8% | 266,039 | -20.9% | 12.01% | -23.9% |
| Q1 2022 | $85,541,000 | +26.5% | 336,272 | +32.5% | 15.78% | +53.9% |
| Q4 2021 | $67,619,000 | -2.5% | 253,807 | -9.6% | 10.25% | -12.6% |
| Q3 2021 | $69,369,000 | +0.0% | 280,664 | 0.0% | 11.73% | +49.4% |
| Q2 2021 | $69,360,000 | +10.8% | 280,664 | +2.6% | 7.86% | +25.1% |
| Q1 2021 | $62,586,000 | -10.7% | 273,598 | -12.6% | 6.28% | -20.2% |
| Q4 2020 | $70,061,000 | +53.4% | 313,149 | +39.8% | 7.87% | +38.5% |
| Q3 2020 | $45,681,000 | +23.6% | 223,928 | +16.7% | 5.69% | +11.4% |
| Q2 2020 | $36,969,000 | +2.1% | 191,895 | -12.0% | 5.10% | -23.2% |
| Q1 2020 | $36,212,000 | -3.2% | 218,024 | +11.7% | 6.64% | +1.8% |
| Q4 2019 | $37,427,000 | +13659.9% | 195,198 | +12404.7% | 6.53% | +7670.2% |
| Q2 2019 | $272,000 | -42.4% | 1,561 | -46.9% | 0.08% | -77.6% |
| Q4 2018 | $472,000 | – | 2,942 | – | 0.38% | – |
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% |