VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 444 filers reported holding VANGUARD WORLD FDS in Q3 2018. The put-call ratio across all filers is 0.52 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $599,505 | -4.0% | 2,550 | 0.0% | 0.51% | +23.6% |
| Q2 2023 | $624,291 | +670.7% | 2,550 | +500.0% | 0.42% | +603.4% |
| Q4 2019 | $81,000 | +9.5% | 425 | 0.0% | 0.06% | +28.3% |
| Q2 2019 | $74,000 | +42.3% | 425 | +39.3% | 0.05% | +48.4% |
| Q1 2019 | $52,000 | -35.8% | 305 | -32.2% | 0.03% | -44.6% |
| Q4 2018 | $81,000 | 0.0% | 450 | 0.0% | 0.06% | 0.0% |
| Q3 2018 | $81,000 | +14.1% | 450 | 0.0% | 0.06% | -17.6% |
| Q2 2018 | $71,000 | – | 450 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wechter Feldman Wealth Management, Inc. | 104,281 | $20,090,000 | 18.21% |
| Allied Investment Advisors, LLC | 95,358 | $18,371,000 | 10.58% |
| CABANA LLC | 528,624 | $101,839,000 | 9.35% |
| Tatro Capital, LLC | 30,973 | $5,967,000 | 8.56% |
| Foundations Investment Advisors, LLC | 449,483 | $87,941,000 | 7.78% |
| Beacon Capital Management, Inc. | 715,314 | $137,805,000 | 7.04% |
| Capital Advantage, Inc. | 100,673 | $19,395,000 | 6.89% |
| Essex Private Wealth Management, LLC | 30,512 | $5,878,000 | 6.82% |
| Madden Advisory Services, Inc. | 26,877 | $5,177,000 | 5.37% |
| Morningstar Investment Management LLC | 191,895 | $36,969,000 | 5.10% |