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 | $591,279 | -3.9% | 2,515 | +0.1% | 0.11% | -3.5% |
| Q2 2023 | $615,122 | +6.9% | 2,513 | +4.1% | 0.11% | +10.8% |
| Q1 2023 | $575,296 | -3.8% | 2,413 | +0.1% | 0.10% | -13.6% |
| Q4 2022 | $597,887 | +11.1% | 2,410 | +0.2% | 0.12% | -4.1% |
| Q3 2022 | $538,000 | -5.9% | 2,405 | -0.9% | 0.12% | -3.9% |
| Q2 2022 | $572,000 | -16.1% | 2,427 | -9.5% | 0.13% | -11.7% |
| Q1 2022 | $682,000 | -5.9% | 2,681 | -1.4% | 0.14% | -9.4% |
| Q4 2021 | $725,000 | +8.0% | 2,720 | +0.2% | 0.16% | -1.8% |
| Q3 2021 | $671,000 | +1.7% | 2,714 | +1.7% | 0.16% | -1.8% |
| Q2 2021 | $660,000 | +7.3% | 2,669 | -0.6% | 0.17% | +4.4% |
| Q1 2021 | $615,000 | +392.0% | 2,686 | +313.9% | 0.16% | +287.8% |
| Q2 2020 | $125,000 | +15.7% | 649 | +0.2% | 0.04% | -4.7% |
| Q1 2020 | $108,000 | -12.9% | 648 | +0.2% | 0.04% | +7.5% |
| Q4 2019 | $124,000 | +14.8% | 647 | +0.5% | 0.04% | +5.3% |
| Q3 2019 | $108,000 | -3.6% | 644 | 0.0% | 0.04% | -9.5% |
| Q2 2019 | $112,000 | +0.9% | 644 | +0.3% | 0.04% | -10.6% |
| Q1 2019 | $111,000 | +26.1% | 642 | +16.7% | 0.05% | +2.2% |
| Q4 2018 | $88,000 | -5.4% | 550 | +7.2% | 0.05% | +7.0% |
| Q3 2018 | $93,000 | +13.4% | 513 | +0.2% | 0.04% | -6.5% |
| Q2 2018 | $82,000 | +156.2% | 512 | +142.7% | 0.05% | +142.1% |
| Q1 2018 | $32,000 | 0.0% | 211 | 0.0% | 0.02% | -17.4% |
| Q4 2017 | $32,000 | – | 211 | – | 0.02% | – |
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% |