VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 403 filers reported holding VANGUARD WORLD FDS in Q2 2018. The put-call ratio across all filers is 0.32 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,794,006 | -30.4% | 7,631 | -27.5% | 0.16% | -17.9% |
| Q2 2023 | $2,577,759 | +6.7% | 10,529 | +3.9% | 0.20% | -3.0% |
| Q1 2023 | $2,415,647 | -6.6% | 10,130 | -2.8% | 0.20% | -20.2% |
| Q4 2022 | $2,585,431 | -3.9% | 10,423 | -13.3% | 0.25% | -17.6% |
| Q3 2022 | $2,689,000 | -2.4% | 12,021 | +2.7% | 0.31% | -1.6% |
| Q2 2022 | $2,756,000 | -7.1% | 11,704 | +0.3% | 0.31% | +5.4% |
| Q1 2022 | $2,968,000 | -0.9% | 11,668 | +3.8% | 0.30% | +0.3% |
| Q4 2021 | $2,994,000 | +9.3% | 11,238 | +1.4% | 0.30% | -2.6% |
| Q3 2021 | $2,739,000 | +2.2% | 11,083 | +2.3% | 0.30% | -1.0% |
| Q2 2021 | $2,679,000 | +13.8% | 10,839 | +5.3% | 0.31% | +1.3% |
| Q1 2021 | $2,354,000 | +24.4% | 10,290 | +21.7% | 0.30% | -5.6% |
| Q4 2020 | $1,892,000 | +0.6% | 8,458 | -6.3% | 0.32% | -11.4% |
| Q3 2020 | $1,880,000 | +15.0% | 9,030 | +7.5% | 0.36% | -1.9% |
| Q2 2020 | $1,635,000 | +46.6% | 8,397 | +41.9% | 0.37% | +22.7% |
| Q1 2020 | $1,115,000 | +75.6% | 5,917 | +79.3% | 0.30% | +92.3% |
| Q4 2019 | $635,000 | +32.0% | 3,300 | +13.0% | 0.16% | +17.3% |
| Q3 2019 | $481,000 | -8.0% | 2,920 | -3.4% | 0.13% | -6.3% |
| Q2 2019 | $523,000 | -35.3% | 3,022 | -37.2% | 0.14% | -42.3% |
| Q1 2019 | $808,000 | -0.2% | 4,813 | +1.7% | 0.25% | -3.1% |
| Q4 2018 | $810,000 | +237.5% | 4,731 | +234.8% | 0.25% | +36.6% |
| Q3 2018 | $240,000 | +13.7% | 1,413 | +6.5% | 0.19% | 0.0% |
| Q2 2018 | $211,000 | – | 1,327 | – | 0.19% | – |
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% |