VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 479 filers reported holding VANGUARD WORLD FDS in Q1 2019. The put-call ratio across all filers is 0.72 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $225,698 | -57.2% | 994 | -67.5% | 0.05% | -83.5% |
| Q1 2019 | $527,000 | +6.5% | 3,058 | -0.7% | 0.28% | -11.5% |
| Q4 2018 | $495,000 | +55.7% | 3,079 | +74.6% | 0.32% | +55.6% |
| Q3 2018 | $318,000 | +13.6% | 1,763 | +0.1% | 0.21% | +1.0% |
| Q2 2018 | $280,000 | +3.7% | 1,761 | 0.0% | 0.20% | -3.3% |
| Q1 2018 | $270,000 | -3.2% | 1,761 | -2.8% | 0.21% | -3.6% |
| Q4 2017 | $279,000 | – | 1,811 | – | 0.22% | – |
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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% |