VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 471 filers reported holding VANGUARD WORLD FDS in Q2 2019. The put-call ratio across all filers is 0.55 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $996,636 | +9.6% | 4,239 | +14.1% | 0.67% | +14.7% |
| Q2 2023 | $909,359 | +1.8% | 3,714 | -0.8% | 0.58% | -2.5% |
| Q1 2023 | $893,128 | -4.3% | 3,745 | -0.5% | 0.60% | -6.3% |
| Q4 2022 | $933,635 | +13.7% | 3,764 | +2.5% | 0.64% | +9.2% |
| Q3 2022 | $821,000 | -2.0% | 3,672 | +3.2% | 0.58% | +15.4% |
| Q2 2022 | $838,000 | -9.7% | 3,559 | -2.4% | 0.51% | +11.9% |
| Q1 2022 | $928,000 | -2.1% | 3,648 | +2.5% | 0.45% | +7.1% |
| Q4 2021 | $948,000 | +28.1% | 3,559 | +19.0% | 0.42% | +25.5% |
| Q3 2021 | $740,000 | -0.3% | 2,992 | -0.4% | 0.34% | +4.0% |
| Q2 2021 | $742,000 | +14.2% | 3,004 | +5.7% | 0.32% | +9.8% |
| Q1 2021 | $650,000 | +10.4% | 2,843 | +8.0% | 0.30% | -13.0% |
| Q4 2020 | $589,000 | +4.1% | 2,633 | -5.0% | 0.34% | -7.6% |
| Q3 2020 | $566,000 | +13.2% | 2,773 | +6.8% | 0.37% | +6.7% |
| Q2 2020 | $500,000 | +24.4% | 2,597 | +7.2% | 0.34% | +5.2% |
| Q1 2020 | $402,000 | -13.2% | 2,422 | +0.2% | 0.33% | +11.6% |
| Q4 2019 | $463,000 | +16.9% | 2,416 | +2.3% | 0.29% | +3.5% |
| Q3 2019 | $396,000 | +29.4% | 2,361 | +34.0% | 0.28% | +27.5% |
| Q2 2019 | $306,000 | – | 1,762 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wechter Feldman Wealth Management, Inc. | 104,281 | $20,090,000 | 18.21% |
| Allied Investment Advisors, LLC | 95,358 | $18,371,000 | 10.58% |
| CABANA LLC | 528,624 | $101,839,000 | 9.35% |
| Tatro Capital, LLC | 30,973 | $5,967,000 | 8.56% |
| Foundations Investment Advisors, LLC | 449,483 | $87,941,000 | 7.78% |
| Beacon Capital Management, Inc. | 715,314 | $137,805,000 | 7.04% |
| Capital Advantage, Inc. | 100,673 | $19,395,000 | 6.89% |
| Essex Private Wealth Management, LLC | 30,512 | $5,878,000 | 6.82% |
| Madden Advisory Services, Inc. | 26,877 | $5,177,000 | 5.37% |
| Morningstar Investment Management LLC | 191,895 | $36,969,000 | 5.10% |