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 | $6,758,655 | -5.9% | 28,748 | -2.0% | 1.64% | -4.3% |
| Q2 2023 | $7,179,102 | +3.9% | 29,324 | +1.2% | 1.71% | -1.6% |
| Q1 2023 | $6,912,240 | -4.1% | 28,987 | -0.3% | 1.74% | -11.1% |
| Q4 2022 | $7,210,317 | +13.7% | 29,068 | +2.5% | 1.96% | +6.1% |
| Q3 2022 | $6,343,000 | -0.4% | 28,353 | +4.8% | 1.85% | +1.3% |
| Q2 2022 | $6,371,000 | -2.6% | 27,054 | +5.2% | 1.82% | +9.6% |
| Q1 2022 | $6,539,000 | +4.5% | 25,705 | +9.5% | 1.66% | +6.7% |
| Q4 2021 | $6,256,000 | +13.0% | 23,482 | +4.9% | 1.56% | +5.0% |
| Q3 2021 | $5,535,000 | +4.8% | 22,393 | +4.8% | 1.48% | +2.6% |
| Q2 2021 | $5,282,000 | +14.9% | 21,375 | +6.4% | 1.45% | +2.8% |
| Q1 2021 | $4,597,000 | +8.8% | 20,097 | +6.4% | 1.41% | +4.4% |
| Q4 2020 | $4,225,000 | +16.1% | 18,886 | +5.9% | 1.35% | +7.0% |
| Q3 2020 | $3,639,000 | +14.0% | 17,840 | +7.6% | 1.26% | +7.4% |
| Q2 2020 | $3,193,000 | +23.6% | 16,574 | +6.6% | 1.17% | +8.5% |
| Q1 2020 | $2,583,000 | -12.2% | 15,554 | +1.4% | 1.08% | +0.2% |
| Q4 2019 | $2,942,000 | +36.8% | 15,342 | +19.6% | 1.08% | +24.7% |
| Q3 2019 | $2,150,000 | +0.2% | 12,824 | +4.0% | 0.86% | -3.4% |
| Q2 2019 | $2,145,000 | +16.8% | 12,331 | +15.8% | 0.90% | +6.2% |
| Q1 2019 | $1,837,000 | +24.3% | 10,651 | +15.8% | 0.84% | +3.8% |
| Q4 2018 | $1,478,000 | -1.4% | 9,201 | +10.7% | 0.81% | +6.1% |
| Q3 2018 | $1,499,000 | +19.3% | 8,311 | +5.3% | 0.76% | +10.9% |
| Q2 2018 | $1,257,000 | +2.0% | 7,896 | -1.6% | 0.69% | -2.3% |
| Q1 2018 | $1,232,000 | -0.7% | 8,026 | -0.4% | 0.71% | -1.0% |
| Q4 2017 | $1,241,000 | – | 8,056 | – | 0.71% | – |
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% |