VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 608 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 0.48 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $220,053 | -3.1% | 936 | 0.0% | 0.06% | +1.7% |
| Q2 2023 | $227,110 | +1.9% | 936 | +0.1% | 0.06% | -7.7% |
| Q1 2023 | $222,965 | -3.8% | 935 | +0.1% | 0.06% | -12.2% |
| Q4 2022 | $231,718 | +9.8% | 934 | +0.1% | 0.07% | +2.8% |
| Q3 2022 | $211,000 | -4.1% | 933 | +0.1% | 0.07% | +2.9% |
| Q2 2022 | $220,000 | -7.2% | 932 | +0.1% | 0.07% | +7.7% |
| Q1 2022 | $237,000 | -4.4% | 931 | 0.0% | 0.06% | -4.4% |
| Q4 2021 | $248,000 | +7.8% | 931 | +0.2% | 0.07% | -1.4% |
| Q3 2021 | $230,000 | +6.0% | 929 | +5.7% | 0.07% | +16.9% |
| Q2 2021 | $217,000 | -2.3% | 879 | -9.6% | 0.06% | +28.3% |
| Q1 2021 | $222,000 | -7.5% | 972 | -9.3% | 0.05% | -14.8% |
| Q4 2020 | $240,000 | +9.6% | 1,072 | +0.1% | 0.05% | -3.6% |
| Q3 2020 | $219,000 | +6.3% | 1,071 | +0.1% | 0.06% | +14.3% |
| Q2 2020 | $206,000 | +0.5% | 1,070 | +0.1% | 0.05% | -5.8% |
| Q4 2019 | $205,000 | – | 1,069 | – | 0.05% | – |
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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% |