VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 698 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.88 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,289,152 | +10.5% | 13,990 | +15.1% | 0.02% | +11.1% |
| Q2 2023 | $2,975,346 | -69.8% | 12,153 | -70.6% | 0.02% | -71.4% |
| Q1 2023 | $9,843,420 | -8.5% | 41,279 | -4.8% | 0.06% | -19.2% |
| Q4 2022 | $10,756,062 | +25.7% | 43,362 | +13.4% | 0.08% | +14.7% |
| Q3 2022 | $8,555,000 | -31.3% | 38,243 | -27.7% | 0.07% | -32.0% |
| Q2 2022 | $12,450,000 | +16.5% | 52,865 | +25.8% | 0.10% | +37.0% |
| Q1 2022 | $10,690,000 | +13.4% | 42,026 | +18.8% | 0.07% | +10.6% |
| Q4 2021 | $9,428,000 | -14.9% | 35,389 | -21.1% | 0.07% | -27.5% |
| Q3 2021 | $11,079,000 | +260.1% | 44,826 | +260.0% | 0.09% | +237.0% |
| Q2 2021 | $3,077,000 | +16.8% | 12,451 | +8.1% | 0.03% | 0.0% |
| Q1 2021 | $2,635,000 | +17.2% | 11,519 | +14.6% | 0.03% | +3.8% |
| Q4 2020 | $2,249,000 | +32.0% | 10,053 | +20.3% | 0.03% | +8.3% |
| Q3 2020 | $1,704,000 | -63.8% | 8,354 | -65.8% | 0.02% | -67.1% |
| Q2 2020 | $4,707,000 | +291.9% | 24,431 | +237.9% | 0.07% | +160.7% |
| Q1 2020 | $1,201,000 | -38.1% | 7,231 | -28.5% | 0.03% | -33.3% |
| Q4 2019 | $1,939,000 | +22.1% | 10,110 | +6.8% | 0.04% | -8.7% |
| Q3 2019 | $1,588,000 | -2.8% | 9,469 | +0.8% | 0.05% | -6.1% |
| Q2 2019 | $1,634,000 | +86.1% | 9,392 | +84.6% | 0.05% | -19.7% |
| Q1 2019 | $878,000 | +12.7% | 5,088 | +5.0% | 0.06% | -54.1% |
| Q4 2018 | $779,000 | -21.6% | 4,848 | -12.0% | 0.13% | +141.8% |
| Q3 2018 | $994,000 | +22.1% | 5,509 | +7.7% | 0.06% | 0.0% |
| Q2 2018 | $814,000 | -1.0% | 5,116 | -4.4% | 0.06% | -12.7% |
| Q1 2018 | $822,000 | +0.5% | 5,353 | +0.9% | 0.06% | -12.5% |
| Q4 2017 | $818,000 | -24.2% | 5,307 | -25.1% | 0.07% | -28.0% |
| Q3 2017 | $1,079,000 | -8.0% | 7,088 | -11.0% | 0.10% | -28.6% |
| Q2 2017 | $1,173,000 | +113.3% | 7,960 | +99.3% | 0.14% | +37.3% |
| Q1 2017 | $550,000 | +9.6% | 3,994 | +0.9% | 0.10% | -49.8% |
| Q4 2016 | $502,000 | – | 3,960 | – | 0.20% | – |
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% |