VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 472 filers reported holding VANGUARD WORLD FDS in Q4 2018. The put-call ratio across all filers is 3.13 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $595,000 | +24.0% | 2,317 | +10.4% | 0.04% | +12.8% |
| Q1 2021 | $480,000 | +2.6% | 2,099 | +0.3% | 0.04% | 0.0% |
| Q4 2020 | $468,000 | +11.4% | 2,093 | +1.6% | 0.04% | -2.5% |
| Q3 2020 | $420,000 | +6.1% | 2,060 | +0.3% | 0.04% | 0.0% |
| Q2 2020 | $396,000 | -0.8% | 2,053 | -14.6% | 0.04% | -20.0% |
| Q1 2020 | $399,000 | -13.1% | 2,403 | +0.3% | 0.05% | +11.1% |
| Q4 2019 | $459,000 | +3.6% | 2,396 | -9.4% | 0.04% | -6.2% |
| Q3 2019 | $443,000 | -3.7% | 2,644 | 0.0% | 0.05% | -2.0% |
| Q2 2019 | $460,000 | +1.5% | 2,644 | +0.6% | 0.05% | +2.1% |
| Q1 2019 | $453,000 | +8.1% | 2,627 | +0.7% | 0.05% | -5.9% |
| Q4 2018 | $419,000 | -10.7% | 2,610 | +0.4% | 0.05% | -1.9% |
| Q3 2018 | $469,000 | +14.1% | 2,600 | +0.7% | 0.05% | +26.8% |
| Q2 2018 | $411,000 | +3.8% | 2,581 | 0.0% | 0.04% | -6.8% |
| Q1 2018 | $396,000 | -0.3% | 2,581 | +0.2% | 0.04% | -2.2% |
| Q4 2017 | $397,000 | – | 2,575 | – | 0.04% | – |
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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% |