VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 698 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.88 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,642,252 | -2.6% | 11,239 | +1.5% | 1.22% | +0.3% |
| Q2 2023 | $2,712,142 | +8.7% | 11,078 | +5.9% | 1.21% | +0.7% |
| Q1 2023 | $2,495,032 | -3.7% | 10,463 | +0.1% | 1.20% | -9.4% |
| Q4 2022 | $2,592,096 | +11.1% | 10,450 | +0.1% | 1.33% | +5.7% |
| Q3 2022 | $2,334,000 | -3.4% | 10,435 | +1.7% | 1.26% | -0.9% |
| Q2 2022 | $2,417,000 | -9.6% | 10,265 | -2.4% | 1.27% | +3.1% |
| Q1 2022 | $2,675,000 | +4.1% | 10,517 | +9.0% | 1.23% | +6.8% |
| Q4 2021 | $2,570,000 | +8.3% | 9,648 | +0.4% | 1.15% | -2.1% |
| Q3 2021 | $2,374,000 | +0.6% | 9,607 | +0.6% | 1.18% | -1.7% |
| Q2 2021 | $2,359,000 | +8.1% | 9,547 | +0.1% | 1.20% | -0.3% |
| Q1 2021 | $2,182,000 | +5.6% | 9,541 | +3.3% | 1.20% | -1.2% |
| Q4 2020 | $2,066,000 | +9.4% | 9,234 | -0.2% | 1.22% | -3.1% |
| Q3 2020 | $1,888,000 | +11.3% | 9,257 | +5.1% | 1.26% | +0.7% |
| Q2 2020 | $1,697,000 | +33.6% | 8,807 | +15.2% | 1.25% | +12.2% |
| Q1 2020 | $1,270,000 | +3.6% | 7,647 | +19.6% | 1.11% | +27.7% |
| Q4 2019 | $1,226,000 | +20.8% | 6,395 | +5.7% | 0.87% | -13.2% |
| Q3 2019 | $1,015,000 | -6.7% | 6,051 | -3.2% | 1.00% | -7.1% |
| Q2 2019 | $1,088,000 | -4.1% | 6,253 | -4.9% | 1.08% | -8.2% |
| Q1 2019 | $1,135,000 | +10.8% | 6,578 | +3.1% | 1.18% | +0.7% |
| Q4 2018 | $1,024,000 | -2.3% | 6,378 | +9.8% | 1.17% | +15.3% |
| Q3 2018 | $1,048,000 | +16.2% | 5,809 | +2.5% | 1.01% | +4.3% |
| Q2 2018 | $902,000 | +9.1% | 5,665 | +5.2% | 0.97% | +7.3% |
| Q1 2018 | $827,000 | -4.9% | 5,385 | -4.6% | 0.90% | -5.1% |
| Q4 2017 | $870,000 | – | 5,644 | – | 0.95% | – |
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% |