VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 762 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $184,000 | -3.7% | 779 | +4.0% | 0.04% | +8.8% |
| Q1 2022 | $191,000 | -52.1% | 749 | -50.0% | 0.03% | -48.5% |
| Q4 2021 | $399,000 | -12.3% | 1,499 | -18.7% | 0.07% | -18.5% |
| Q3 2021 | $455,000 | -0.7% | 1,843 | -0.5% | 0.08% | -3.6% |
| Q2 2021 | $458,000 | +6.0% | 1,853 | -1.9% | 0.08% | -15.2% |
| Q1 2021 | $432,000 | -6.9% | 1,889 | -8.9% | 0.10% | -14.7% |
| Q4 2020 | $464,000 | +142.9% | 2,074 | +121.3% | 0.12% | +87.1% |
| Q3 2020 | $191,000 | +63.2% | 937 | +54.4% | 0.06% | +37.8% |
| Q2 2020 | $117,000 | +631.2% | 607 | +525.8% | 0.04% | +542.9% |
| Q1 2020 | $16,000 | +128.6% | 97 | +148.7% | 0.01% | +133.3% |
| Q4 2019 | $7,000 | -69.6% | 39 | -71.9% | 0.00% | -70.0% |
| Q3 2019 | $23,000 | -4.2% | 139 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $24,000 | 0.0% | 139 | 0.0% | 0.01% | -16.7% |
| Q1 2019 | $24,000 | +84.6% | 139 | +71.6% | 0.01% | +33.3% |
| Q4 2018 | $13,000 | -7.1% | 81 | +3.8% | 0.01% | +12.5% |
| Q3 2018 | $14,000 | +250.0% | 78 | +225.0% | 0.01% | +166.7% |
| Q1 2018 | $4,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $4,000 | 0.0% | 24 | 0.0% | 0.00% | -25.0% |
| Q3 2017 | $4,000 | +33.3% | 24 | 0.0% | 0.00% | +33.3% |
| Q2 2017 | $3,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $3,000 | 0.0% | 24 | 0.0% | 0.00% | -25.0% |
| Q4 2016 | $3,000 | – | 24 | – | 0.00% | – |
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% |