VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 722 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $269,722 | +95886.5% | 1,143 | 0.0% | 0.12% | -0.8% |
| Q2 2023 | $281 | +2.9% | 1,143 | 0.0% | 0.12% | -4.6% |
| Q1 2023 | $273 | -3.9% | 1,143 | 0.0% | 0.13% | -10.9% |
| Q4 2022 | $284 | -99.9% | 1,143 | 0.0% | 0.15% | +10.5% |
| Q3 2022 | $257,000 | -4.5% | 1,143 | 0.0% | 0.13% | +0.8% |
| Q2 2022 | $269,000 | -7.6% | 1,143 | 0.0% | 0.13% | +12.8% |
| Q1 2022 | $291,000 | -7.6% | 1,143 | -3.4% | 0.12% | -0.8% |
| Q4 2021 | $315,000 | +7.5% | 1,183 | 0.0% | 0.12% | -4.8% |
| Q3 2021 | $293,000 | -4.6% | 1,183 | 0.0% | 0.12% | -1.6% |
| Q2 2021 | $307,000 | +13.3% | 1,183 | 0.0% | 0.13% | -3.8% |
| Q1 2021 | $271,000 | +2.3% | 1,183 | 0.0% | 0.13% | -3.7% |
| Q4 2020 | $265,000 | +4.3% | 1,183 | 0.0% | 0.14% | +1.5% |
| Q3 2020 | $254,000 | +11.4% | 1,183 | 0.0% | 0.13% | -5.0% |
| Q2 2020 | $228,000 | -3.0% | 1,183 | -5.2% | 0.14% | -11.3% |
| Q1 2020 | $235,000 | -1.7% | 1,248 | 0.0% | 0.16% | +1.9% |
| Q4 2019 | $239,000 | +13.8% | 1,248 | 0.0% | 0.16% | +4.0% |
| Q3 2019 | $210,000 | -3.2% | 1,248 | 0.0% | 0.15% | -5.1% |
| Q2 2019 | $217,000 | +0.9% | 1,248 | 0.0% | 0.16% | -5.4% |
| Q1 2019 | $215,000 | +7.5% | 1,248 | 0.0% | 0.17% | -4.0% |
| Q4 2018 | $200,000 | -2.0% | 1,248 | 0.0% | 0.17% | +21.7% |
| Q3 2018 | $204,000 | -1.9% | 1,248 | 0.0% | 0.14% | +7.5% |
| Q2 2018 | $208,000 | +8.3% | 1,248 | 0.0% | 0.13% | -1.5% |
| Q1 2018 | $192,000 | 0.0% | 1,248 | 0.0% | 0.14% | -11.8% |
| Q4 2017 | $192,000 | – | 1,248 | – | 0.15% | – |
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% |