VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 591 filers reported holding VANGUARD WORLD FDS in Q2 2020. The put-call ratio across all filers is 0.82 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $47,020 | -12.3% | 200 | -8.7% | 0.02% | -9.1% |
Q2 2023 | $53,616 | +111600.0% | 219 | +9.5% | 0.02% | 0.0% |
Q1 2023 | $48 | -4.0% | 200 | 0.0% | 0.02% | -8.3% |
Q4 2022 | $50 | -99.9% | 200 | 0.0% | 0.02% | +26.3% |
Q2 2022 | $47,000 | -7.8% | 200 | 0.0% | 0.02% | -5.0% |
Q1 2022 | $51,000 | -3.8% | 200 | 0.0% | 0.02% | -13.0% |
Q4 2021 | $53,000 | +8.2% | 200 | 0.0% | 0.02% | 0.0% |
Q3 2021 | $49,000 | 0.0% | 200 | 0.0% | 0.02% | -4.2% |
Q2 2021 | $49,000 | +6.5% | 200 | 0.0% | 0.02% | +14.3% |
Q1 2021 | $46,000 | +4.5% | 200 | 0.0% | 0.02% | +5.0% |
Q4 2020 | $44,000 | +4.8% | 200 | -2.4% | 0.02% | -16.7% |
Q3 2020 | $42,000 | +4100.0% | 205 | +4000.0% | 0.02% | +2300.0% |
Q2 2020 | $1,000 | – | 5 | – | 0.00% | – |
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% |