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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $6,927,000 | -64.8% | 27,232 | -63.1% | 0.34% | -62.5% |
Q4 2021 | $19,666,000 | +8.3% | 73,814 | +0.4% | 0.91% | +9.4% |
Q3 2021 | $18,164,000 | -16.7% | 73,490 | -16.8% | 0.83% | -14.3% |
Q2 2021 | $21,816,000 | +4.4% | 88,278 | -3.4% | 0.97% | +5.9% |
Q1 2021 | $20,897,000 | +2.2% | 91,355 | 0.0% | 0.92% | -21.6% |
Q4 2020 | $20,439,000 | +53.2% | 91,355 | +39.6% | 1.17% | +42.3% |
Q3 2020 | $13,345,000 | -63.8% | 65,418 | -65.8% | 0.82% | -54.7% |
Q2 2020 | $36,848,000 | +176.2% | 191,269 | +138.1% | 1.82% | +99.3% |
Q1 2020 | $13,340,000 | – | 80,319 | – | 0.91% | – |
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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% |