VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 402 filers reported holding VANGUARD WORLD FDS in Q1 2018. The put-call ratio across all filers is 1.28 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $93,335 | +2.2% | 397 | +6.4% | 0.01% | 0.0% |
| Q2 2023 | $91,318 | -12.6% | 373 | -14.8% | 0.01% | -14.3% |
| Q1 2023 | $104,445 | -3.9% | 438 | 0.0% | 0.01% | -12.5% |
| Q4 2022 | $108,646 | +10.9% | 438 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $98,000 | -3.0% | 438 | +2.3% | 0.01% | -11.1% |
| Q2 2022 | $101,000 | -7.3% | 428 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $109,000 | -10.7% | 428 | -6.6% | 0.01% | -18.2% |
| Q4 2021 | $122,000 | +35.6% | 458 | +25.8% | 0.01% | +22.2% |
| Q3 2021 | $90,000 | +2.3% | 364 | +2.0% | 0.01% | -10.0% |
| Q2 2021 | $88,000 | +4.8% | 357 | -2.5% | 0.01% | -16.7% |
| Q1 2021 | $84,000 | +3.7% | 366 | 0.0% | 0.01% | -20.0% |
| Q4 2020 | $81,000 | +9.5% | 366 | 0.0% | 0.02% | -6.2% |
| Q3 2020 | $74,000 | +4.2% | 366 | 0.0% | 0.02% | -5.9% |
| Q2 2020 | $71,000 | +16.4% | 366 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $61,000 | -12.9% | 366 | 0.0% | 0.02% | -22.7% |
| Q4 2019 | $70,000 | +14.8% | 366 | 0.0% | 0.02% | -26.7% |
| Q3 2019 | $61,000 | -3.2% | 366 | 0.0% | 0.03% | -21.1% |
| Q2 2019 | $63,000 | 0.0% | 366 | 0.0% | 0.04% | +26.7% |
| Q1 2019 | $63,000 | +21.2% | 366 | +12.3% | 0.03% | +15.4% |
| Q4 2018 | $52,000 | -11.9% | 326 | 0.0% | 0.03% | -23.5% |
| Q3 2018 | $59,000 | +15.7% | 326 | 0.0% | 0.03% | +9.7% |
| Q2 2018 | $51,000 | +2.0% | 326 | 0.0% | 0.03% | +6.9% |
| Q1 2018 | $50,000 | +2.0% | 326 | +3.5% | 0.03% | -6.5% |
| Q4 2017 | $49,000 | +2.1% | 315 | 0.0% | 0.03% | -13.9% |
| Q3 2017 | $48,000 | – | 315 | – | 0.04% | – |
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% |