VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 479 filers reported holding VANGUARD WORLD FDS in Q1 2019. The put-call ratio across all filers is 0.72 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $261,000 | +8.3% | 1,055 | 0.0% | 0.08% | +7.1% |
| Q1 2021 | $241,000 | +2.1% | 1,055 | 0.0% | 0.07% | -11.4% |
| Q4 2020 | $236,000 | +9.8% | 1,055 | 0.0% | 0.08% | -2.5% |
| Q3 2020 | $215,000 | +5.9% | 1,055 | 0.0% | 0.08% | -3.6% |
| Q2 2020 | $203,000 | +0.5% | 1,055 | 0.0% | 0.08% | +3.7% |
| Q4 2019 | $202,000 | -11.8% | 1,055 | -19.8% | 0.08% | -15.6% |
| Q2 2019 | $229,000 | +0.9% | 1,315 | 0.0% | 0.10% | +5.5% |
| Q1 2019 | $227,000 | +7.6% | 1,315 | 0.0% | 0.09% | +4.6% |
| Q4 2018 | $211,000 | -5.8% | 1,315 | 0.0% | 0.09% | -5.4% |
| Q3 2018 | $224,000 | -78.6% | 1,315 | -80.0% | 0.09% | -76.8% |
| Q2 2018 | $1,045,000 | +3.7% | 6,566 | 0.0% | 0.40% | +6.2% |
| Q1 2018 | $1,008,000 | -0.4% | 6,566 | 0.0% | 0.37% | +1.4% |
| Q4 2017 | $1,012,000 | – | 6,566 | – | 0.37% | – |
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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% |